Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.11%
3 year
9.46%
5 year
6.16%
10 year
7.61%
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.)
15.92%
Sharpe
0.85
Sortino
1.47
Max drawdown
-33.32%
Best month
15.80%
Worst month
-25.09%
Beta vs VTIAX
1.21
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.