Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.98%
3 year
16.22%
5 year
4.50%
10 year
7.82%
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.)
12.18%
Sharpe
1.73
Sortino
3.67
Max drawdown
-34.31%
Best month
13.68%
Worst month
-15.08%
Beta vs VTIAX
0.88
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.