Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.33%
3 year
15.19%
5 year
5.58%
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.)
11.96%
Sharpe
1.09
Sortino
1.98
Max drawdown
-29.27%
Best month
12.57%
Worst month
-12.90%
Beta vs VTIAX
0.83
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.