Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.80%
3 year
10.13%
5 year
1.77%
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.)
13.28%
Sharpe
0.74
Sortino
1.21
Max drawdown
-36.84%
Best month
13.13%
Worst month
-13.06%
Beta vs VTIAX
1.10
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.