Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.93%
3 year
6.51%
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
53 months through Feb. 28, 2026Volatility (ann.)
17.91%
Sharpe
0.45
Sortino
0.75
Max drawdown
-38.18%
Best month
13.13%
Worst month
-17.68%
Beta vs VTIAX
1.37
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.