Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.24%
3 year
14.63%
5 year
4.79%
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.)
11.68%
Sharpe
1.44
Sortino
2.85
Max drawdown
-34.74%
Best month
14.42%
Worst month
-17.06%
Beta vs VTIAX
1.02
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.