Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.66%
3 year
15.98%
5 year
3.32%
10 year
7.44%
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.)
12.49%
Sharpe
1.64
Sortino
3.34
Max drawdown
-37.51%
Best month
15.90%
Worst month
-19.11%
Beta vs VTIAX
0.95
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.