Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
91.81%
3 year
23.18%
5 year
4.59%
10 year
—
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.)
35.20%
Sharpe
0.72
Sortino
1.35
Max drawdown
-48.48%
Best month
26.65%
Worst month
-24.60%
Beta vs VTIAX
1.75
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.