Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.83%
3 year
20.77%
5 year
12.60%
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.)
14.63%
Sharpe
1.40
Sortino
2.54
Max drawdown
-35.44%
Best month
20.18%
Worst month
-23.38%
Beta vs VTIAX
1.24
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.