Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
44.18%
3 year
19.79%
5 year
11.93%
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.)
12.32%
Sharpe
1.83
Sortino
3.66
Max drawdown
-30.36%
Best month
18.04%
Worst month
-20.12%
Beta vs VTIAX
0.92
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.