Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
69.25%
3 year
29.70%
5 year
-2.93%
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.)
34.51%
Sharpe
0.62
Sortino
1.14
Max drawdown
-72.73%
Best month
46.14%
Worst month
-32.74%
Beta vs VTIAX
2.09
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.