Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.73%
3 year
4.15%
5 year
-0.15%
10 year
—
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.)
13.35%
Sharpe
0.44
Sortino
0.65
Max drawdown
-27.88%
Best month
14.31%
Worst month
-9.92%
Beta vs VTIAX
1.06
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.