Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
46.25%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
30 months through Feb. 28, 2026Volatility (ann.)
11.95%
Sharpe
2.36
Sortino
5.39
Max drawdown
-7.16%
Best month
7.38%
Worst month
-4.59%
Beta vs VTIAX
0.94
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.