Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.21%
3 year
13.79%
5 year
5.33%
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.)
12.18%
Sharpe
1.22
Sortino
2.30
Max drawdown
-33.50%
Best month
12.21%
Worst month
-15.75%
Beta vs VTIAX
1.01
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.