Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.58%
3 year
16.37%
5 year
7.90%
10 year
6.91%
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.)
11.47%
Sharpe
1.33
Sortino
2.63
Max drawdown
-26.22%
Best month
12.70%
Worst month
-13.56%
Beta vs VTIAX
0.92
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.