Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.50%
3 year
11.84%
5 year
2.95%
10 year
7.32%
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.)
12.66%
Sharpe
1.19
Sortino
2.21
Max drawdown
-33.57%
Best month
12.97%
Worst month
-18.87%
Beta vs VTIAX
0.95
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.