Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
148.96%
3 year
41.97%
5 year
18.41%
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.)
36.21%
Sharpe
1.14
Sortino
2.26
Max drawdown
-41.60%
Best month
43.96%
Worst month
-21.01%
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.