Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
33.34%
3 year
11.11%
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
50 months through Feb. 28, 2026Volatility (ann.)
27.92%
Sharpe
0.37
Sortino
0.68
Max drawdown
-41.78%
Best month
26.72%
Worst month
-18.04%
Beta vs VTIAX
1.30
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.