Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.90%
3 year
10.79%
5 year
6.41%
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
80 months through Feb. 28, 2026Volatility (ann.)
10.55%
Sharpe
1.19
Sortino
2.51
Max drawdown
-34.68%
Best month
13.30%
Worst month
-25.99%
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.