Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.45%
3 year
18.52%
5 year
6.79%
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.)
12.03%
Sharpe
1.93
Sortino
4.18
Max drawdown
-34.45%
Best month
16.59%
Worst month
-16.94%
Beta vs VTIAX
0.85
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.