Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
165.84%
3 year
51.80%
5 year
27.03%
10 year
18.04%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2024 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
34.05%
Sharpe
1.44
Sortino
3.01
Max drawdown
-44.87%
Best month
42.84%
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.