Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.35%
3 year
13.94%
5 year
9.48%
10 year
9.27%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
14.16%
Sharpe
0.90
Sortino
1.44
Max drawdown
-29.17%
Best month
22.89%
Worst month
-17.69%
Beta vs VTIAX
1.08
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.