Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.86%
3 year
19.02%
5 year
13.18%
10 year
10.31%
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.)
10.00%
Sharpe
1.71
Sortino
3.80
Max drawdown
-24.86%
Best month
17.72%
Worst month
-17.34%
Beta vs VTIAX
0.71
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.