Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.06%
3 year
14.36%
5 year
8.58%
10 year
6.63%
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.)
8.16%
Sharpe
2.05
Sortino
4.60
Max drawdown
-18.28%
Best month
8.19%
Worst month
-12.66%
Beta vs VTIAX
0.62
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.