Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.31%
3 year
18.25%
5 year
12.70%
10 year
10.59%
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
80 months through Feb. 28, 2026Volatility (ann.)
10.94%
Sharpe
2.03
Sortino
4.19
Max drawdown
-22.53%
Best month
9.99%
Worst month
-13.94%
Beta vs VTIAX
0.84
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.