Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.09%
3 year
4.63%
5 year
0.74%
10 year
5.92%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
13.62%
Sharpe
0.81
Sortino
1.37
Max drawdown
-34.50%
Best month
10.50%
Worst month
-14.45%
Beta vs VTIAX
1.07
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.