Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.94%
3 year
18.16%
5 year
7.66%
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.)
13.92%
Sharpe
1.82
Sortino
4.58
Max drawdown
-30.22%
Best month
14.29%
Worst month
-20.25%
Beta vs VTIAX
0.93
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.