Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.03%
3 year
9.42%
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
47 months through Feb. 28, 2026Volatility (ann.)
15.44%
Sharpe
0.78
Sortino
1.39
Max drawdown
-21.81%
Best month
14.36%
Worst month
-15.64%
Beta vs VTIAX
1.05
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.