Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.65%
3 year
19.26%
5 year
10.02%
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.)
11.95%
Sharpe
1.82
Sortino
3.65
Max drawdown
-26.85%
Best month
12.46%
Worst month
-9.86%
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.