Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.81%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
26 months through Feb. 28, 2026Volatility (ann.)
10.50%
Sharpe
1.99
Sortino
3.68
Max drawdown
-8.76%
Best month
5.44%
Worst month
-5.43%
Beta vs VTIAX
1.02
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.