Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.26%
3 year
18.23%
5 year
9.04%
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.)
11.25%
Sharpe
1.85
Sortino
3.73
Max drawdown
-29.39%
Best month
14.40%
Worst month
-17.78%
Beta vs VTIAX
0.96
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.