Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.06%
3 year
16.95%
5 year
8.75%
10 year
8.03%
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.)
11.79%
Sharpe
1.59
Sortino
3.05
Max drawdown
-27.73%
Best month
14.83%
Worst month
-14.53%
Beta vs VTIAX
1.02
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.