Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.31%
3 year
19.95%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2022 onward derived from N-PORT monthly returnsRisk statistics
57 months through Feb. 28, 2026Volatility (ann.)
11.92%
Sharpe
2.14
Sortino
4.93
Max drawdown
-27.83%
Best month
12.87%
Worst month
-7.91%
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.