Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.72%
3 year
14.28%
5 year
5.80%
10 year
7.39%
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.)
12.20%
Sharpe
1.26
Sortino
2.39
Max drawdown
-33.11%
Best month
12.24%
Worst month
-15.73%
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.