Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
37.75%
3 year
20.08%
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
57 months through Feb. 28, 2026Volatility (ann.)
12.77%
Sharpe
1.67
Sortino
3.27
Max drawdown
-26.58%
Best month
13.08%
Worst month
-10.41%
Beta vs VTIAX
1.00
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.