Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.04%
3 year
15.42%
5 year
6.63%
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
69 months through Feb. 28, 2026Volatility (ann.)
12.69%
Sharpe
1.32
Sortino
2.45
Max drawdown
-32.37%
Best month
14.42%
Worst month
-10.03%
Beta vs VTIAX
1.09
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.