Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
38.02%
3 year
20.92%
5 year
9.05%
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
78 months through Feb. 28, 2026Volatility (ann.)
11.62%
Sharpe
1.92
Sortino
4.06
Max drawdown
-32.17%
Best month
13.03%
Worst month
-13.13%
Beta vs VTIAX
1.01
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.