Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.19%
3 year
17.87%
5 year
8.66%
10 year
8.61%
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.)
11.16%
Sharpe
1.74
Sortino
3.52
Max drawdown
-29.63%
Best month
12.70%
Worst month
-13.52%
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.