Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.46%
3 year
17.54%
5 year
12.67%
10 year
7.23%
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.)
11.42%
Sharpe
1.71
Sortino
3.14
Max drawdown
-29.02%
Best month
16.67%
Worst month
-16.15%
Beta vs VTIAX
0.87
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.