Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.76%
3 year
14.42%
5 year
1.26%
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
80 months through Feb. 28, 2026Volatility (ann.)
13.59%
Sharpe
0.98
Sortino
1.84
Max drawdown
-42.12%
Best month
16.54%
Worst month
-14.24%
Beta vs VTIAX
1.12
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.