Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.41%
3 year
10.81%
5 year
9.38%
10 year
7.70%
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.)
12.79%
Sharpe
1.23
Sortino
2.39
Max drawdown
-24.68%
Best month
9.90%
Worst month
-18.29%
Beta vs VTIAX
0.79
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.