Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.63%
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
33 months through Feb. 28, 2026Volatility (ann.)
24.36%
Sharpe
0.26
Sortino
0.35
Max drawdown
-38.86%
Best month
15.18%
Worst month
-27.00%
Beta vs VTIAX
1.31
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.