Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.11%
3 year
16.74%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
54 months through Feb. 28, 2026Volatility (ann.)
12.11%
Sharpe
1.72
Sortino
3.69
Max drawdown
-25.16%
Best month
15.33%
Worst month
-11.03%
Beta vs VTIAX
0.94
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.