Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.20%
3 year
16.88%
5 year
2.14%
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
78 months through Feb. 28, 2026Volatility (ann.)
14.38%
Sharpe
1.46
Sortino
3.22
Max drawdown
-46.04%
Best month
17.16%
Worst month
-15.91%
Beta vs VTIAX
0.98
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.