Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.01%
3 year
20.01%
5 year
10.50%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
66 months through Feb. 28, 2026Volatility (ann.)
10.36%
Sharpe
2.06
Sortino
4.71
Max drawdown
-26.78%
Best month
12.08%
Worst month
-9.79%
Beta vs VTIAX
0.84
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.