Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.70%
3 year
21.39%
5 year
11.46%
10 year
9.17%
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.)
12.98%
Sharpe
1.95
Sortino
4.22
Max drawdown
-32.08%
Best month
15.97%
Worst month
-20.69%
Beta vs VTIAX
1.09
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.