Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.52%
3 year
17.38%
5 year
8.15%
10 year
8.53%
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.)
11.04%
Sharpe
1.73
Sortino
3.47
Max drawdown
-29.52%
Best month
14.09%
Worst month
-14.10%
Beta vs VTIAX
0.97
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.