Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.37%
3 year
16.15%
5 year
2.62%
10 year
6.62%
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.)
11.97%
Sharpe
1.73
Sortino
3.61
Max drawdown
-38.06%
Best month
14.59%
Worst month
-17.30%
Beta vs VTIAX
0.85
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.