Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.75%
3 year
13.06%
5 year
4.54%
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.)
12.79%
Sharpe
1.42
Sortino
3.18
Max drawdown
-29.78%
Best month
13.95%
Worst month
-19.06%
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.