Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.02%
3 year
16.62%
5 year
4.81%
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.)
12.69%
Sharpe
1.44
Sortino
2.79
Max drawdown
-38.97%
Best month
13.27%
Worst month
-14.95%
Beta vs VTIAX
1.07
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.