Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
129.70%
3 year
36.85%
5 year
12.66%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
72 months through Jan. 31, 2026Volatility (ann.)
30.25%
Sharpe
1.23
Sortino
2.53
Max drawdown
-44.49%
Best month
35.96%
Worst month
-15.95%
Beta vs VTIAX
1.48
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.