Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.75%
3 year
14.78%
5 year
-1.35%
10 year
6.99%
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.)
13.17%
Sharpe
1.58
Sortino
3.57
Max drawdown
-48.29%
Best month
14.30%
Worst month
-19.72%
Beta vs VTIAX
0.95
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.