Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.25%
3 year
16.66%
5 year
7.54%
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.)
12.13%
Sharpe
1.69
Sortino
3.44
Max drawdown
-28.42%
Best month
11.23%
Worst month
-14.74%
Beta vs VTIAX
0.98
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.