Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.97%
3 year
17.60%
5 year
11.10%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
11.91%
Sharpe
1.69
Sortino
3.26
Max drawdown
-24.53%
Best month
15.95%
Worst month
-14.12%
Beta vs VTIAX
0.89
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.