Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.62%
3 year
8.62%
5 year
2.42%
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.)
15.02%
Sharpe
0.57
Sortino
0.99
Max drawdown
-35.26%
Best month
13.12%
Worst month
-20.56%
Beta vs VTIAX
1.15
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.