Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.97%
3 year
9.54%
5 year
1.43%
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.)
12.82%
Sharpe
0.89
Sortino
1.50
Max drawdown
-35.35%
Best month
13.13%
Worst month
-23.44%
Beta vs VTIAX
1.02
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.