Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
195.76%
3 year
46.06%
5 year
17.47%
10 year
17.26%
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.)
39.14%
Sharpe
1.22
Sortino
2.42
Max drawdown
-53.97%
Best month
43.01%
Worst month
-19.63%
Beta vs VTIAX
1.54
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.