Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.32%
3 year
13.45%
5 year
2.63%
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
73 months through Feb. 28, 2026Volatility (ann.)
12.00%
Sharpe
1.34
Sortino
2.42
Max drawdown
-37.96%
Best month
16.44%
Worst month
-16.95%
Beta vs VTIAX
0.92
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.