Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
163.74%
3 year
48.39%
5 year
18.91%
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.)
34.05%
Sharpe
1.41
Sortino
2.92
Max drawdown
-45.85%
Best month
42.65%
Worst month
-19.54%
Beta vs VTIAX
1.28
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.