Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.31%
3 year
15.76%
5 year
7.80%
10 year
9.09%
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.)
11.63%
Sharpe
1.51
Sortino
2.89
Max drawdown
-29.77%
Best month
14.21%
Worst month
-14.08%
Beta vs VTIAX
1.00
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.