Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
57.38%
3 year
—
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
2024 onward derived from N-PORT monthly returnsRisk statistics
32 months through Feb. 28, 2026Volatility (ann.)
28.16%
Sharpe
1.38
Sortino
3.63
Max drawdown
-24.07%
Best month
19.36%
Worst month
-9.51%
Beta vs VTIAX
1.77
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.