Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
42.43%
3 year
19.62%
5 year
11.51%
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
75 months through Feb. 28, 2026Volatility (ann.)
14.64%
Sharpe
1.32
Sortino
2.36
Max drawdown
-35.63%
Best month
20.03%
Worst month
-23.48%
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.