Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.05%
3 year
11.53%
5 year
10.92%
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.)
10.41%
Sharpe
1.15
Sortino
2.05
Max drawdown
-25.93%
Best month
16.75%
Worst month
-15.23%
Beta vs VTIAX
0.76
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.