Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.22%
3 year
24.20%
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
54 months through Feb. 28, 2026Volatility (ann.)
19.80%
Sharpe
1.20
Sortino
2.25
Max drawdown
-48.01%
Best month
17.43%
Worst month
-15.51%
Beta vs VTIAX
1.04
Correlation
0.58
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.