Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.02%
3 year
18.40%
5 year
13.88%
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.)
12.69%
Sharpe
1.38
Sortino
2.66
Max drawdown
-30.21%
Best month
22.14%
Worst month
-30.21%
Beta vs VTIAX
0.96
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.