Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
86.07%
3 year
32.14%
5 year
9.80%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
78 months through Feb. 28, 2026Volatility (ann.)
24.73%
Sharpe
1.86
Sortino
6.80
Max drawdown
-43.15%
Best month
25.26%
Worst month
-17.28%
Beta vs VTIAX
1.35
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.