Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.00%
3 year
—
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
30 months through Feb. 28, 2026Volatility (ann.)
10.57%
Sharpe
1.75
Sortino
3.80
Max drawdown
-8.65%
Best month
9.23%
Worst month
-5.02%
Beta vs VTIAX
0.91
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.