Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.48%
3 year
15.40%
5 year
4.27%
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.)
11.58%
Sharpe
1.58
Sortino
3.07
Max drawdown
-33.41%
Best month
12.93%
Worst month
-13.09%
Beta vs VTIAX
1.02
Correlation
0.99
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.