Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.24%
3 year
13.49%
5 year
5.35%
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.)
11.81%
Sharpe
1.56
Sortino
3.47
Max drawdown
-24.73%
Best month
10.15%
Worst month
-12.36%
Beta vs VTIAX
0.86
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.