Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
143.12%
3 year
40.77%
5 year
16.73%
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.)
31.23%
Sharpe
1.84
Sortino
4.56
Max drawdown
-43.47%
Best month
38.94%
Worst month
-14.06%
Beta vs VTIAX
1.36
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.