Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
135.99%
3 year
28.03%
5 year
4.75%
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.)
31.80%
Sharpe
1.39
Sortino
3.10
Max drawdown
-63.20%
Best month
37.81%
Worst month
-15.02%
Beta vs VTIAX
1.39
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.