Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.41%
3 year
18.14%
5 year
10.21%
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.)
11.55%
Sharpe
1.78
Sortino
3.65
Max drawdown
-28.33%
Best month
13.62%
Worst month
-16.73%
Beta vs VTIAX
1.01
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.