Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
61.60%
3 year
22.88%
5 year
28.53%
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
72 months through Feb. 28, 2026Volatility (ann.)
21.12%
Sharpe
1.46
Sortino
3.17
Max drawdown
-28.17%
Best month
33.43%
Worst month
-28.17%
Beta vs VTIAX
0.95
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.