Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
48.74%
3 year
23.76%
5 year
13.71%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
62 months through Feb. 28, 2026Volatility (ann.)
13.16%
Sharpe
2.15
Sortino
4.85
Max drawdown
-25.22%
Best month
13.02%
Worst month
-10.72%
Beta vs VTIAX
1.03
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.