Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
166.63%
3 year
50.16%
5 year
20.31%
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.)
34.07%
Sharpe
1.46
Sortino
3.06
Max drawdown
-44.42%
Best month
42.76%
Worst month
-19.48%
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.