Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.99%
3 year
12.03%
5 year
0.48%
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.)
14.85%
Sharpe
1.06
Sortino
1.96
Max drawdown
-39.47%
Best month
14.32%
Worst month
-17.13%
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.