Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.40%
3 year
14.77%
5 year
2.97%
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.)
11.85%
Sharpe
1.22
Sortino
2.25
Max drawdown
-38.94%
Best month
12.29%
Worst month
-13.22%
Beta vs VTIAX
0.99
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.