Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
34.73%
3 year
16.11%
5 year
3.92%
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.)
12.12%
Sharpe
1.64
Sortino
3.39
Max drawdown
-36.65%
Best month
12.78%
Worst month
-18.83%
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.