Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
40.94%
3 year
18.68%
5 year
10.22%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
12.36%
Sharpe
1.61
Sortino
3.00
Max drawdown
-30.80%
Best month
17.67%
Worst month
-21.24%
Beta vs VTIAX
1.06
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.