Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.54%
3 year
15.57%
5 year
6.19%
10 year
9.72%
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
72 months through Feb. 28, 2026Volatility (ann.)
11.29%
Sharpe
1.44
Sortino
2.81
Max drawdown
-29.61%
Best month
9.31%
Worst month
-9.33%
Beta vs VTIAX
0.83
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.