Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.53%
3 year
12.05%
5 year
8.22%
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.)
7.40%
Sharpe
1.96
Sortino
4.40
Max drawdown
-16.63%
Best month
9.77%
Worst month
-10.62%
Beta vs VTIAX
0.59
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.