Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.83%
3 year
18.29%
5 year
4.33%
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.)
10.93%
Sharpe
1.94
Sortino
3.71
Max drawdown
-39.84%
Best month
17.49%
Worst month
-18.36%
Beta vs VTIAX
0.81
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.