Average annual returns
Through 20251 year
168.04%
3 year
51.57%
5 year
21.21%
10 year
24.29%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
72 months through Feb. 28, 2026Volatility (ann.)
33.00%
Sharpe
2.08
Sortino
5.29
Max drawdown
-40.52%
Best month
41.83%
Worst month
-12.79%
Beta vs VTIAX
1.56
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.