Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
76.24%
3 year
37.11%
5 year
16.89%
10 year
9.79%
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
78 months through Feb. 28, 2026Volatility (ann.)
22.10%
Sharpe
1.84
Sortino
4.06
Max drawdown
-52.57%
Best month
27.00%
Worst month
-18.73%
Beta vs VTIAX
1.10
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.