Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.80%
3 year
24.45%
5 year
12.01%
10 year
15.20%
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.)
16.58%
Sharpe
1.70
Sortino
4.27
Max drawdown
-37.35%
Best month
21.02%
Worst month
-14.04%
Beta vs VTIAX
0.83
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.