Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
173.19%
3 year
50.13%
5 year
17.85%
10 year
21.35%
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.)
38.65%
Sharpe
1.21
Sortino
2.41
Max drawdown
-50.10%
Best month
41.81%
Worst month
-23.52%
Beta vs VTIAX
1.48
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.