Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
156.16%
3 year
44.83%
5 year
19.28%
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.)
32.25%
Sharpe
1.92
Sortino
5.04
Max drawdown
-44.24%
Best month
39.72%
Worst month
-14.14%
Beta vs VTIAX
1.33
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.