Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.93%
3 year
15.36%
5 year
7.56%
10 year
9.75%
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.)
10.85%
Sharpe
1.62
Sortino
3.26
Max drawdown
-20.11%
Best month
12.12%
Worst month
-14.74%
Beta vs VTIAX
0.01
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.