Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.53%
3 year
14.89%
5 year
5.12%
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.)
13.04%
Sharpe
1.26
Sortino
2.29
Max drawdown
-34.58%
Best month
10.94%
Worst month
-21.36%
Beta vs VTIAX
1.10
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.