Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
161.59%
3 year
50.37%
5 year
32.35%
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.)
30.67%
Sharpe
2.08
Sortino
5.72
Max drawdown
-20.25%
Best month
23.84%
Worst month
-12.94%
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.