Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.67%
3 year
14.78%
5 year
5.20%
10 year
6.75%
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.)
12.52%
Sharpe
1.64
Sortino
3.47
Max drawdown
-27.62%
Best month
11.64%
Worst month
-11.88%
Beta vs VTIAX
0.84
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.