Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.41%
3 year
18.77%
5 year
9.89%
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
78 months through Feb. 28, 2026Volatility (ann.)
12.56%
Sharpe
1.47
Sortino
2.79
Max drawdown
-31.47%
Best month
14.96%
Worst month
-14.00%
Beta vs VTIAX
1.05
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.