Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.32%
3 year
6.97%
5 year
2.82%
10 year
3.60%
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.)
14.14%
Sharpe
0.66
Sortino
1.10
Max drawdown
-31.18%
Best month
12.20%
Worst month
-24.57%
Beta vs VTIAX
1.05
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.