Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.05%
3 year
11.28%
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2023 onward derived from N-PORT monthly returnsRisk statistics
47 months through Feb. 28, 2026Volatility (ann.)
13.29%
Sharpe
0.82
Sortino
1.38
Max drawdown
-25.46%
Best month
13.15%
Worst month
-10.23%
Beta vs VTIAX
1.10
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.