Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
155.59%
3 year
45.87%
5 year
20.66%
10 year
21.30%
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.)
35.03%
Sharpe
1.22
Sortino
2.42
Max drawdown
-43.31%
Best month
38.48%
Worst month
-21.04%
Beta vs VTIAX
1.38
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.