Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.67%
3 year
22.29%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
47 months through Feb. 28, 2026Volatility (ann.)
12.09%
Sharpe
2.00
Sortino
4.35
Max drawdown
-22.53%
Best month
13.25%
Worst month
-9.72%
Beta vs VTIAX
0.95
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.