Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.85%
3 year
15.96%
5 year
7.32%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
14.63%
Sharpe
1.30
Sortino
2.75
Max drawdown
-31.57%
Best month
12.13%
Worst month
-14.62%
Beta vs VTIAX
1.02
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.