Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.63%
3 year
17.47%
5 year
2.47%
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
74 months through Feb. 28, 2026Volatility (ann.)
12.25%
Sharpe
1.91
Sortino
4.60
Max drawdown
-42.56%
Best month
14.69%
Worst month
-15.28%
Beta vs VTIAX
0.91
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.