Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.09%
3 year
13.34%
5 year
1.86%
10 year
8.33%
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.)
15.93%
Sharpe
0.70
Sortino
1.14
Max drawdown
-44.25%
Best month
17.19%
Worst month
-12.74%
Beta vs VTIAX
1.19
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.