Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
44.97%
3 year
20.86%
5 year
10.86%
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.)
12.59%
Sharpe
1.85
Sortino
3.81
Max drawdown
-28.98%
Best month
15.00%
Worst month
-17.80%
Beta vs VTIAX
0.98
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.