Average annual returns
Through 20251 year
170.94%
3 year
—
5 year
—
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
Risk statistics
28 months through March 31, 2026Volatility (ann.)
37.55%
Sharpe
2.13
Sortino
4.74
Max drawdown
-21.32%
Best month
25.10%
Worst month
-21.32%
Beta vs VTIAX
1.60
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.