Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.84%
3 year
16.98%
5 year
8.78%
10 year
8.19%
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.)
11.41%
Sharpe
1.57
Sortino
3.05
Max drawdown
-28.54%
Best month
15.86%
Worst month
-15.83%
Beta vs VTIAX
0.99
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.