Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.97%
3 year
10.29%
5 year
1.91%
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.)
13.26%
Sharpe
0.75
Sortino
1.24
Max drawdown
-36.75%
Best month
13.13%
Worst month
-12.98%
Beta vs VTIAX
1.10
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.