Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
165.18%
3 year
47.94%
5 year
20.90%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
34.70%
Sharpe
1.33
Sortino
2.63
Max drawdown
-43.53%
Best month
36.75%
Worst month
-22.27%
Beta vs VTIAX
1.35
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.