Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.83%
3 year
17.94%
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
41 months through Feb. 28, 2026Volatility (ann.)
11.44%
Sharpe
1.73
Sortino
3.50
Max drawdown
-14.05%
Best month
10.94%
Worst month
-5.78%
Beta vs VTIAX
0.94
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.