Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.46%
3 year
18.06%
5 year
9.30%
10 year
8.78%
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.)
11.96%
Sharpe
1.73
Sortino
3.51
Max drawdown
-27.18%
Best month
15.49%
Worst month
-13.84%
Beta vs VTIAX
1.04
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.