Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.38%
3 year
14.84%
5 year
5.05%
10 year
6.51%
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.)
12.96%
Sharpe
1.26
Sortino
2.30
Max drawdown
-34.63%
Best month
11.00%
Worst month
-21.37%
Beta vs VTIAX
1.09
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.