Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
195.22%
3 year
52.41%
5 year
21.12%
10 year
21.86%
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
78 months through Jan. 31, 2026Volatility (ann.)
33.59%
Sharpe
1.57
Sortino
3.51
Max drawdown
-43.19%
Best month
38.18%
Worst month
-19.27%
Beta vs VTIAX
1.66
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.