Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
32.50%
3 year
18.58%
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.)
11.98%
Sharpe
1.92
Sortino
4.50
Max drawdown
-23.24%
Best month
15.71%
Worst month
-10.94%
Beta vs VTIAX
0.91
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.