Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.33%
3 year
19.34%
5 year
9.91%
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.)
10.35%
Sharpe
1.99
Sortino
4.50
Max drawdown
-27.08%
Best month
12.03%
Worst month
-12.77%
Beta vs VTIAX
0.84
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.