Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.79%
3 year
8.17%
5 year
-0.35%
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.)
13.48%
Sharpe
0.55
Sortino
0.90
Max drawdown
-39.20%
Best month
12.62%
Worst month
-12.66%
Beta vs VTIAX
1.09
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.