Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.88%
3 year
15.85%
5 year
4.12%
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
70 months through Feb. 28, 2026Volatility (ann.)
12.63%
Sharpe
1.65
Sortino
3.46
Max drawdown
-34.19%
Best month
13.55%
Worst month
-11.05%
Beta vs VTIAX
0.90
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.