Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.69%
3 year
12.45%
5 year
6.31%
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.)
11.49%
Sharpe
1.02
Sortino
1.80
Max drawdown
-28.97%
Best month
12.26%
Worst month
-9.48%
Beta vs VTIAX
0.76
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.