Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
166.69%
3 year
50.73%
5 year
20.55%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Feb. 28, 2026Volatility (ann.)
32.97%
Sharpe
2.05
Sortino
5.19
Max drawdown
-41.20%
Best month
41.50%
Worst month
-12.81%
Beta vs VTIAX
1.55
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.