Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.52%
3 year
18.56%
5 year
5.60%
10 year
8.48%
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.)
12.46%
Sharpe
1.86
Sortino
4.40
Max drawdown
-34.53%
Best month
13.68%
Worst month
-19.46%
Beta vs VTIAX
0.92
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.