Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.37%
3 year
14.27%
5 year
7.85%
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
63 months through Feb. 28, 2026Volatility (ann.)
10.49%
Sharpe
1.50
Sortino
2.78
Max drawdown
-24.72%
Best month
12.37%
Worst month
-7.61%
Beta vs VTIAX
0.82
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.