Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.64%
3 year
13.07%
5 year
9.07%
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.)
12.58%
Sharpe
1.35
Sortino
2.59
Max drawdown
-20.05%
Best month
11.05%
Worst month
-13.25%
Beta vs VTIAX
0.87
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.