Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
163.56%
3 year
51.52%
5 year
23.35%
10 year
21.37%
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.)
30.68%
Sharpe
2.12
Sortino
5.89
Max drawdown
-19.74%
Best month
23.92%
Worst month
-12.88%
Beta vs VTIAX
1.24
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.