Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.62%
3 year
13.13%
5 year
14.51%
10 year
6.22%
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.)
14.44%
Sharpe
1.21
Sortino
2.15
Max drawdown
-34.90%
Best month
16.45%
Worst month
-25.67%
Beta vs VTIAX
0.41
Correlation
0.31
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.