Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
31.35%
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
78 months through Feb. 28, 2026Volatility (ann.)
11.61%
Sharpe
1.75
Sortino
3.75
Max drawdown
-27.37%
Best month
14.76%
Worst month
-12.93%
Beta vs VTIAX
0.97
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.