Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.56%
3 year
22.47%
5 year
12.96%
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.)
11.51%
Sharpe
2.43
Sortino
6.37
Max drawdown
-22.15%
Best month
11.69%
Worst month
-11.10%
Beta vs VTIAX
0.67
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.