Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.09%
3 year
20.40%
5 year
10.37%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
69 months through Feb. 28, 2026Volatility (ann.)
10.75%
Sharpe
1.92
Sortino
4.07
Max drawdown
-27.46%
Best month
11.73%
Worst month
-9.34%
Beta vs VTIAX
0.82
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.