Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.60%
3 year
20.18%
5 year
8.82%
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
66 months through Feb. 28, 2026Volatility (ann.)
11.94%
Sharpe
2.16
Sortino
4.98
Max drawdown
-27.07%
Best month
12.87%
Worst month
-7.83%
Beta vs VTIAX
0.71
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.