Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
166.65%
3 year
51.03%
5 year
21.95%
10 year
22.77%
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
78 months through Feb. 28, 2026Volatility (ann.)
32.94%
Sharpe
2.10
Sortino
5.47
Max drawdown
-46.37%
Best month
41.17%
Worst month
-14.69%
Beta vs VTIAX
1.46
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.