Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.31%
3 year
9.65%
5 year
1.29%
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.)
13.31%
Sharpe
0.70
Sortino
1.14
Max drawdown
-37.12%
Best month
13.03%
Worst month
-13.10%
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.