Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
86.36%
3 year
18.84%
5 year
10.06%
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 April 30, 2026Volatility (ann.)
38.52%
Sharpe
0.92
Sortino
2.12
Max drawdown
-78.38%
Best month
60.81%
Worst month
-65.26%
Beta vs VTIAX
2.63
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.