Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
156.06%
3 year
44.64%
5 year
19.11%
10 year
19.76%
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.)
32.27%
Sharpe
1.91
Sortino
5.01
Max drawdown
-44.42%
Best month
39.73%
Worst month
-14.11%
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.