Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.48%
3 year
17.09%
5 year
3.29%
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.)
10.94%
Sharpe
1.83
Sortino
3.43
Max drawdown
-40.73%
Best month
17.42%
Worst month
-18.39%
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.