Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.88%
3 year
16.80%
5 year
8.24%
10 year
5.50%
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.)
11.51%
Sharpe
1.59
Sortino
3.15
Max drawdown
-31.86%
Best month
14.95%
Worst month
-18.00%
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.