Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
124.97%
3 year
2.71%
5 year
-18.81%
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.)
33.52%
Sharpe
0.53
Sortino
0.97
Max drawdown
-88.91%
Best month
34.01%
Worst month
-17.15%
Beta vs VTIAX
1.46
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.