Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
39.65%
3 year
20.76%
5 year
10.60%
10 year
9.04%
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.)
13.81%
Sharpe
1.43
Sortino
2.66
Max drawdown
-34.70%
Best month
20.40%
Worst month
-17.32%
Beta vs VTIAX
1.16
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.