Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.84%
3 year
16.19%
5 year
3.98%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
12.09%
Sharpe
1.65
Sortino
3.42
Max drawdown
-36.69%
Best month
12.66%
Worst month
-18.84%
Beta vs VTIAX
0.98
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.