Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.93%
3 year
19.20%
5 year
10.71%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
12.04%
Sharpe
1.80
Sortino
3.60
Max drawdown
-26.97%
Best month
14.81%
Worst month
-17.12%
Beta vs VTIAX
1.04
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.