Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.60%
3 year
15.65%
5 year
7.17%
10 year
4.45%
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.)
11.54%
Sharpe
1.49
Sortino
2.86
Max drawdown
-32.40%
Best month
14.69%
Worst month
-18.14%
Beta vs VTIAX
0.94
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.