Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.35%
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
2025 onward derived from N-PORT monthly returnsRisk statistics
27 months through Feb. 28, 2026Volatility (ann.)
13.21%
Sharpe
0.81
Sortino
1.50
Max drawdown
-9.86%
Best month
7.33%
Worst month
-5.60%
Beta vs VTIAX
0.91
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.