Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.91%
3 year
14.31%
5 year
10.19%
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.)
12.49%
Sharpe
1.46
Sortino
2.91
Max drawdown
-19.75%
Best month
11.36%
Worst month
-13.06%
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.