Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
74.72%
3 year
23.49%
5 year
14.10%
10 year
9.09%
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.)
21.83%
Sharpe
1.50
Sortino
2.61
Max drawdown
-41.70%
Best month
18.41%
Worst month
-26.33%
Beta vs VTIAX
1.29
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.