Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.93%
3 year
18.90%
5 year
7.17%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
11.97%
Sharpe
1.98
Sortino
4.31
Max drawdown
-34.13%
Best month
16.46%
Worst month
-16.94%
Beta vs VTIAX
0.85
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.