Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.50%
3 year
16.63%
5 year
7.26%
10 year
8.57%
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.)
11.36%
Sharpe
1.66
Sortino
3.27
Max drawdown
-23.52%
Best month
12.44%
Worst month
-14.82%
Beta vs VTIAX
0.03
Correlation
0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.