Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.68%
3 year
15.63%
5 year
7.23%
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.)
11.44%
Sharpe
1.57
Sortino
3.05
Max drawdown
-30.92%
Best month
15.29%
Worst month
-15.40%
Beta vs VTIAX
0.94
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.