Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.09%
3 year
9.32%
5 year
1.29%
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
0.75
Sortino
1.29
Max drawdown
-37.23%
Best month
12.40%
Worst month
-15.60%
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.