Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.13%
3 year
17.57%
5 year
4.19%
10 year
8.04%
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.)
12.46%
Sharpe
1.80
Sortino
3.88
Max drawdown
-38.13%
Best month
14.84%
Worst month
-16.03%
Beta vs VTIAX
0.89
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.