Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
48.18%
3 year
11.02%
5 year
5.00%
10 year
9.80%
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.)
23.85%
Sharpe
0.83
Sortino
1.66
Max drawdown
-50.11%
Best month
23.34%
Worst month
-38.12%
Beta vs VTIAX
1.48
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.