Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.45%
3 year
11.47%
5 year
-0.02%
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.)
14.83%
Sharpe
1.02
Sortino
1.87
Max drawdown
-39.87%
Best month
14.29%
Worst month
-17.16%
Beta vs VTIAX
1.21
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.