Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.36%
3 year
14.74%
5 year
9.20%
10 year
6.16%
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.)
7.92%
Sharpe
2.21
Sortino
5.08
Max drawdown
-18.09%
Best month
7.16%
Worst month
-12.24%
Beta vs VTIAX
0.57
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.