Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.71%
3 year
10.93%
5 year
2.46%
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.)
16.88%
Sharpe
0.73
Sortino
1.30
Max drawdown
-35.71%
Best month
16.64%
Worst month
-18.53%
Beta vs VTIAX
1.21
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.