Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.54%
3 year
14.59%
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
59 months through Feb. 28, 2026Volatility (ann.)
12.23%
Sharpe
1.52
Sortino
2.98
Max drawdown
-21.38%
Best month
9.21%
Worst month
-8.11%
Beta vs VTIAX
0.91
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.