Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
88.05%
3 year
20.16%
5 year
11.20%
10 year
6.21%
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through April 30, 2026Volatility (ann.)
38.54%
Sharpe
0.96
Sortino
2.24
Max drawdown
-78.31%
Best month
60.98%
Worst month
-65.19%
Beta vs VTIAX
2.63
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.