Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.61%
3 year
10.51%
5 year
6.15%
10 year
6.09%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
80 months through Feb. 28, 2026Volatility (ann.)
10.52%
Sharpe
1.17
Sortino
2.45
Max drawdown
-34.78%
Best month
13.28%
Worst month
-25.98%
Beta vs VTIAX
0.80
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.