Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
41.87%
3 year
20.52%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
54 months through Feb. 28, 2026Volatility (ann.)
12.20%
Sharpe
1.90
Sortino
3.91
Max drawdown
-24.33%
Best month
13.67%
Worst month
-11.39%
Beta vs VTIAX
1.01
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.