Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
70.13%
3 year
21.98%
5 year
35.18%
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.)
22.76%
Sharpe
1.22
Sortino
2.68
Max drawdown
-59.84%
Best month
61.39%
Worst month
-34.33%
Beta vs VTIAX
1.04
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.