Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.26%
3 year
10.06%
5 year
13.15%
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
66 months through Feb. 28, 2026Volatility (ann.)
10.46%
Sharpe
0.87
Sortino
1.49
Max drawdown
-21.53%
Best month
7.66%
Worst month
-9.79%
Beta vs VTIAX
0.44
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.