Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.84%
3 year
13.42%
5 year
3.69%
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.)
11.67%
Sharpe
1.34
Sortino
2.59
Max drawdown
-35.47%
Best month
14.32%
Worst month
-17.18%
Beta vs VTIAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.