Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.73%
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
32 months through Feb. 28, 2026Volatility (ann.)
17.98%
Sharpe
0.48
Sortino
0.88
Max drawdown
-18.21%
Best month
14.71%
Worst month
-8.37%
Beta vs VTIAX
0.88
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.