Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.97%
3 year
18.60%
5 year
10.05%
10 year
10.93%
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.)
11.54%
Sharpe
1.94
Sortino
4.05
Max drawdown
-30.27%
Best month
14.35%
Worst month
-18.83%
Beta vs VTIAX
0.83
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.