Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.72%
3 year
17.19%
5 year
7.10%
10 year
7.61%
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.)
14.01%
Sharpe
1.40
Sortino
2.75
Max drawdown
-33.87%
Best month
14.22%
Worst month
-19.32%
Beta vs VTIAX
1.20
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.