Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.59%
3 year
14.17%
5 year
5.70%
10 year
7.28%
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.)
12.19%
Sharpe
1.25
Sortino
2.37
Max drawdown
-33.24%
Best month
12.26%
Worst month
-15.75%
Beta vs VTIAX
1.01
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.