Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.62%
3 year
19.80%
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
48 months through Feb. 28, 2026Volatility (ann.)
12.39%
Sharpe
1.70
Sortino
3.37
Max drawdown
-23.06%
Best month
12.72%
Worst month
-10.17%
Beta vs VTIAX
1.08
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.