Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.80%
3 year
16.32%
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
61 months through Feb. 28, 2026Volatility (ann.)
13.31%
Sharpe
1.51
Sortino
3.11
Max drawdown
-29.24%
Best month
11.53%
Worst month
-10.55%
Beta vs VTIAX
1.04
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.