Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.86%
3 year
14.88%
5 year
4.53%
10 year
8.30%
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.)
11.33%
Sharpe
1.57
Sortino
3.13
Max drawdown
-32.48%
Best month
13.96%
Worst month
-16.37%
Beta vs VTIAX
0.81
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.