Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.33%
3 year
23.77%
5 year
9.57%
10 year
7.85%
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.)
12.30%
Sharpe
1.73
Sortino
3.94
Max drawdown
-30.99%
Best month
11.96%
Worst month
-12.52%
Beta vs VTIAX
0.85
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.