Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.28%
3 year
15.24%
5 year
-0.95%
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.)
13.16%
Sharpe
1.61
Sortino
3.68
Max drawdown
-48.00%
Best month
14.37%
Worst month
-19.81%
Beta vs VTIAX
0.95
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.