Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.34%
3 year
16.32%
5 year
7.81%
10 year
5.08%
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.)
11.49%
Sharpe
1.55
Sortino
3.03
Max drawdown
-32.10%
Best month
14.79%
Worst month
-18.15%
Beta vs VTIAX
0.94
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.