Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.60%
3 year
15.10%
5 year
6.37%
10 year
7.62%
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
50 months through Feb. 28, 2026Volatility (ann.)
12.22%
Sharpe
1.32
Sortino
2.55
Max drawdown
-31.76%
Best month
11.21%
Worst month
-9.28%
Beta vs VTIAX
1.01
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.