Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.99%
3 year
14.92%
5 year
9.17%
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.)
13.15%
Sharpe
1.14
Sortino
2.05
Max drawdown
-27.85%
Best month
17.75%
Worst month
-17.15%
Beta vs VTIAX
1.10
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.