Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
269.82%
3 year
55.42%
5 year
20.07%
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 April 30, 2026Volatility (ann.)
53.38%
Sharpe
0.91
Sortino
1.80
Max drawdown
-63.59%
Best month
65.38%
Worst month
-29.41%
Beta vs VTIAX
2.03
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.