Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.48%
3 year
14.24%
5 year
9.87%
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.)
8.70%
Sharpe
1.94
Sortino
3.89
Max drawdown
-18.30%
Best month
7.66%
Worst month
-11.44%
Beta vs VTIAX
0.62
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.