Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
155.78%
3 year
45.84%
5 year
19.38%
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.)
35.28%
Sharpe
1.23
Sortino
2.45
Max drawdown
-46.70%
Best month
37.09%
Worst month
-21.06%
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.