Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.20%
3 year
27.57%
5 year
13.63%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
12.39%
Sharpe
2.12
Sortino
4.66
Max drawdown
-31.86%
Best month
11.69%
Worst month
-11.86%
Beta vs VTIAX
0.86
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.