Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
167.20%
3 year
49.05%
5 year
21.81%
10 year
21.08%
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.)
34.73%
Sharpe
1.36
Sortino
2.71
Max drawdown
-42.64%
Best month
36.84%
Worst month
-22.22%
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.