Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
97.59%
3 year
23.05%
5 year
4.77%
10 year
8.94%
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.)
31.59%
Sharpe
1.28
Sortino
3.18
Max drawdown
-48.13%
Best month
26.30%
Worst month
-18.46%
Beta vs VTIAX
1.79
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.