Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.48%
3 year
18.79%
5 year
10.72%
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.)
14.63%
Sharpe
1.27
Sortino
2.23
Max drawdown
-35.73%
Best month
19.87%
Worst month
-23.51%
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.