Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.35%
3 year
9.59%
5 year
1.54%
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.)
13.03%
Sharpe
0.77
Sortino
1.33
Max drawdown
-37.07%
Best month
12.45%
Worst month
-15.55%
Beta vs VTIAX
1.03
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.