Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.76%
3 year
18.78%
5 year
5.79%
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.)
12.48%
Sharpe
1.88
Sortino
4.45
Max drawdown
-34.34%
Best month
13.69%
Worst month
-19.45%
Beta vs VTIAX
0.92
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.