Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.66%
3 year
12.41%
5 year
22.80%
10 year
10.00%
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.)
17.97%
Sharpe
1.11
Sortino
1.98
Max drawdown
-48.21%
Best month
32.11%
Worst month
-33.51%
Beta vs VTIAX
0.73
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.