Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.41%
3 year
14.25%
5 year
8.41%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
13.55%
Sharpe
1.12
Sortino
1.95
Max drawdown
-29.33%
Best month
19.31%
Worst month
-10.89%
Beta vs VTIAX
1.07
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.