Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.17%
3 year
17.92%
5 year
9.61%
10 year
8.44%
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.)
11.57%
Sharpe
1.76
Sortino
3.59
Max drawdown
-28.74%
Best month
13.54%
Worst month
-16.73%
Beta vs VTIAX
1.01
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.