Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
239.16%
3 year
69.97%
5 year
—
10 year
—
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
51 months through Feb. 28, 2026Volatility (ann.)
40.99%
Sharpe
2.37
Sortino
6.81
Max drawdown
-44.69%
Best month
28.56%
Worst month
-17.68%
Beta vs VTIAX
1.53
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.