Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.84%
3 year
15.65%
5 year
9.74%
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.)
10.13%
Sharpe
1.75
Sortino
3.62
Max drawdown
-23.79%
Best month
10.43%
Worst month
-13.57%
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.