Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.91%
3 year
14.16%
5 year
2.92%
10 year
3.51%
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.)
17.00%
Sharpe
0.83
Sortino
1.62
Max drawdown
-45.81%
Best month
17.02%
Worst month
-25.62%
Beta vs VTIAX
1.31
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.