Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
53.53%
3 year
15.65%
5 year
13.58%
10 year
6.04%
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.)
19.87%
Sharpe
0.79
Sortino
1.46
Max drawdown
-37.51%
Best month
19.94%
Worst month
-30.59%
Beta vs VTIAX
1.36
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.