Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.74%
3 year
18.58%
5 year
11.45%
10 year
9.88%
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
78 months through Feb. 28, 2026Volatility (ann.)
7.80%
Sharpe
2.61
Sortino
6.82
Max drawdown
-19.62%
Best month
11.49%
Worst month
-12.50%
Beta vs VTIAX
0.58
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.