Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.48%
3 year
12.45%
5 year
2.74%
10 year
6.76%
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
60 months through Feb. 28, 2026Volatility (ann.)
14.27%
Sharpe
1.00
Sortino
1.81
Max drawdown
-35.04%
Best month
10.91%
Worst month
-10.67%
Beta vs VTIAX
1.21
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.