Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.50%
3 year
14.46%
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
45 months through Feb. 28, 2026Volatility (ann.)
12.53%
Sharpe
1.15
Sortino
2.25
Max drawdown
-15.60%
Best month
12.99%
Worst month
-11.25%
Beta vs VTIAX
1.02
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.