Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.54%
3 year
14.84%
5 year
8.02%
10 year
8.99%
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.)
14.52%
Sharpe
1.17
Sortino
2.24
Max drawdown
-27.35%
Best month
10.16%
Worst month
-8.08%
Beta vs VTIAX
1.05
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.