Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.34%
3 year
18.99%
5 year
10.44%
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
75 months through Feb. 28, 2026Volatility (ann.)
11.99%
Sharpe
1.79
Sortino
3.56
Max drawdown
-27.06%
Best month
14.49%
Worst month
-15.94%
Beta vs VTIAX
1.03
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.