Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
148.35%
3 year
41.62%
5 year
18.12%
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.)
36.20%
Sharpe
1.13
Sortino
2.23
Max drawdown
-41.77%
Best month
43.95%
Worst month
-21.02%
Beta vs VTIAX
1.50
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.