Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.41%
3 year
8.33%
5 year
2.17%
10 year
5.96%
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.)
15.11%
Sharpe
0.55
Sortino
0.95
Max drawdown
-35.48%
Best month
13.22%
Worst month
-20.66%
Beta vs VTIAX
1.16
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.