Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.43%
3 year
14.25%
5 year
4.69%
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
65 months through Feb. 28, 2026Volatility (ann.)
12.07%
Sharpe
1.52
Sortino
2.95
Max drawdown
-32.09%
Best month
14.87%
Worst month
-10.69%
Beta vs VTIAX
0.90
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.