Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.31%
3 year
16.93%
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
2022 onward derived from N-PORT monthly returnsRisk statistics
57 months through Feb. 28, 2026Volatility (ann.)
14.34%
Sharpe
1.47
Sortino
3.24
Max drawdown
-45.11%
Best month
17.16%
Worst month
-13.65%
Beta vs VTIAX
0.98
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.