Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.34%
3 year
12.16%
5 year
6.78%
10 year
—
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
63 months through Feb. 28, 2026Volatility (ann.)
11.07%
Sharpe
1.04
Sortino
1.92
Max drawdown
-25.95%
Best month
9.58%
Worst month
-8.85%
Beta vs VTIAX
0.85
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.