Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.16%
3 year
14.36%
5 year
10.22%
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.)
12.50%
Sharpe
1.46
Sortino
2.89
Max drawdown
-19.70%
Best month
11.36%
Worst month
-13.02%
Beta vs VTIAX
0.86
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.