Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.47%
3 year
9.48%
5 year
7.80%
10 year
8.17%
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.)
11.85%
Sharpe
0.91
Sortino
1.47
Max drawdown
-30.48%
Best month
16.07%
Worst month
-24.58%
Beta vs VTIAX
0.35
Correlation
0.32
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.