Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.54%
3 year
18.78%
5 year
8.66%
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
78 months through Feb. 28, 2026Volatility (ann.)
11.28%
Sharpe
1.70
Sortino
3.48
Max drawdown
-31.19%
Best month
16.93%
Worst month
-16.11%
Beta vs VTIAX
0.99
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.