Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.23%
3 year
12.57%
5 year
4.11%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
12.77%
Sharpe
1.38
Sortino
3.07
Max drawdown
-30.19%
Best month
13.96%
Worst month
-19.12%
Beta vs VTIAX
0.85
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.