Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.41%
3 year
18.35%
5 year
6.20%
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
32 months through Feb. 28, 2026Volatility (ann.)
17.10%
Sharpe
0.90
Sortino
1.60
Max drawdown
-18.13%
Best month
13.64%
Worst month
-7.89%
Beta vs VTIAX
1.05
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.