Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.02%
3 year
15.03%
5 year
9.39%
10 year
—
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
70 months through Feb. 28, 2026Volatility (ann.)
15.71%
Sharpe
1.14
Sortino
2.28
Max drawdown
-29.49%
Best month
11.72%
Worst month
-12.68%
Beta vs VTIAX
1.14
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.