Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
167.86%
3 year
49.42%
5 year
22.12%
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.)
34.74%
Sharpe
1.37
Sortino
2.73
Max drawdown
-42.33%
Best month
36.80%
Worst month
-22.21%
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.