Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.76%
3 year
18.81%
5 year
9.41%
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.)
10.35%
Sharpe
1.94
Sortino
4.32
Max drawdown
-27.35%
Best month
12.01%
Worst month
-12.78%
Beta vs VTIAX
0.84
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.