Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.54%
3 year
12.89%
5 year
10.56%
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
78 months through Feb. 28, 2026Volatility (ann.)
8.10%
Sharpe
2.04
Sortino
4.15
Max drawdown
-12.44%
Best month
8.58%
Worst month
-12.44%
Beta vs VTIAX
0.00
Correlation
0.01
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.