Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.25%
3 year
14.50%
5 year
7.78%
10 year
8.53%
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.)
10.11%
Sharpe
1.54
Sortino
2.98
Max drawdown
-25.45%
Best month
9.02%
Worst month
-11.09%
Beta vs VTIAX
0.71
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.