Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.11%
3 year
14.46%
5 year
2.69%
10 year
6.62%
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.)
11.86%
Sharpe
1.19
Sortino
2.19
Max drawdown
-39.11%
Best month
12.23%
Worst month
-13.26%
Beta vs VTIAX
0.99
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.