Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.07%
3 year
6.21%
5 year
5.47%
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.)
9.89%
Sharpe
1.09
Sortino
1.96
Max drawdown
-19.64%
Best month
7.54%
Worst month
-14.40%
Beta vs VTIAX
0.73
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.