Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.80%
3 year
17.57%
5 year
2.53%
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
71 months through Feb. 28, 2026Volatility (ann.)
12.26%
Sharpe
1.92
Sortino
4.63
Max drawdown
-42.54%
Best month
14.73%
Worst month
-11.59%
Beta vs VTIAX
0.91
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.