Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
158.48%
3 year
47.34%
5 year
20.58%
10 year
20.67%
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
81 months through March 31, 2026Volatility (ann.)
35.34%
Sharpe
1.27
Sortino
2.55
Max drawdown
-45.59%
Best month
37.39%
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.