Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
126.96%
3 year
41.86%
5 year
18.14%
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
75 months through March 31, 2026Volatility (ann.)
34.98%
Sharpe
1.05
Sortino
2.00
Max drawdown
-45.20%
Best month
44.29%
Worst month
-20.82%
Beta vs VTIAX
1.33
Correlation
0.47
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.