Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
45.89%
3 year
21.20%
5 year
13.21%
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.)
12.35%
Sharpe
1.94
Sortino
3.97
Max drawdown
-30.20%
Best month
18.24%
Worst month
-20.05%
Beta vs VTIAX
0.93
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.