Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.09%
3 year
17.88%
5 year
7.12%
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.)
11.89%
Sharpe
1.90
Sortino
4.40
Max drawdown
-33.16%
Best month
16.24%
Worst month
-17.77%
Beta vs VTIAX
0.91
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.