Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.11%
3 year
4.49%
5 year
3.31%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
33 months through Feb. 28, 2026Volatility (ann.)
23.76%
Sharpe
0.19
Sortino
0.25
Max drawdown
-38.70%
Best month
14.58%
Worst month
-26.69%
Beta vs VTIAX
1.28
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.