Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.33%
3 year
14.95%
5 year
2.85%
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.)
12.08%
Sharpe
1.54
Sortino
3.13
Max drawdown
-37.55%
Best month
12.68%
Worst month
-18.85%
Beta vs VTIAX
0.98
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.