Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.11%
3 year
8.40%
5 year
1.75%
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.)
13.94%
Sharpe
0.72
Sortino
1.21
Max drawdown
-35.99%
Best month
12.91%
Worst month
-17.12%
Beta vs VTIAX
1.15
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.