Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
158.94%
3 year
47.63%
5 year
20.82%
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
81 months through March 31, 2026Volatility (ann.)
35.33%
Sharpe
1.27
Sortino
2.57
Max drawdown
-45.40%
Best month
37.26%
Worst month
-21.00%
Beta vs VTIAX
1.35
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.