Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.12%
3 year
11.54%
5 year
2.69%
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.)
12.67%
Sharpe
1.17
Sortino
2.15
Max drawdown
-33.77%
Best month
13.06%
Worst month
-18.84%
Beta vs VTIAX
0.95
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.