Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
44.55%
3 year
22.38%
5 year
12.29%
10 year
8.02%
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.)
11.93%
Sharpe
2.05
Sortino
4.30
Max drawdown
-28.03%
Best month
13.63%
Worst month
-16.07%
Beta vs VTIAX
0.98
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.