Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.77%
3 year
12.49%
5 year
6.34%
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
-28.95%
Best month
12.27%
Worst month
-9.50%
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.