Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.14%
3 year
16.29%
5 year
4.60%
10 year
8.36%
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.)
12.21%
Sharpe
1.72
Sortino
3.62
Max drawdown
-34.81%
Best month
15.27%
Worst month
-16.19%
Beta vs VTIAX
0.92
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.