Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.93%
3 year
14.81%
5 year
8.94%
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.)
10.11%
Sharpe
1.67
Sortino
3.38
Max drawdown
-24.12%
Best month
10.39%
Worst month
-13.66%
Beta vs VTIAX
0.76
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.