Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.37%
3 year
13.14%
5 year
8.79%
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.)
8.68%
Sharpe
1.81
Sortino
3.51
Max drawdown
-18.38%
Best month
7.56%
Worst month
-11.47%
Beta vs VTIAX
0.61
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.