Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.57%
3 year
19.28%
5 year
10.16%
10 year
7.40%
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.)
12.62%
Sharpe
1.63
Sortino
2.95
Max drawdown
-28.27%
Best month
18.06%
Worst month
-19.94%
Beta vs VTIAX
0.81
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.