Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.13%
3 year
17.09%
5 year
8.80%
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.)
11.52%
Sharpe
1.63
Sortino
3.20
Max drawdown
-27.39%
Best month
15.47%
Worst month
-9.47%
Beta vs VTIAX
1.00
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.