Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.03%
3 year
17.78%
5 year
2.71%
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.)
12.27%
Sharpe
1.94
Sortino
4.67
Max drawdown
-42.38%
Best month
14.68%
Worst month
-15.27%
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.