Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.62%
3 year
18.25%
5 year
5.86%
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.)
11.90%
Sharpe
1.93
Sortino
4.51
Max drawdown
-32.88%
Best month
16.30%
Worst month
-11.08%
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.