Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.48%
3 year
17.99%
5 year
4.07%
10 year
7.53%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
10.93%
Sharpe
1.91
Sortino
3.64
Max drawdown
-40.09%
Best month
17.50%
Worst month
-18.35%
Beta vs VTIAX
0.81
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.