Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
43.77%
3 year
24.95%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
58 months through Feb. 28, 2026Volatility (ann.)
12.11%
Sharpe
2.33
Sortino
5.06
Max drawdown
-26.96%
Best month
12.37%
Worst month
-9.40%
Beta vs VTIAX
0.94
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.