Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
136.43%
3 year
26.75%
5 year
3.22%
10 year
10.88%
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
75 months through March 31, 2026Volatility (ann.)
31.11%
Sharpe
0.81
Sortino
1.45
Max drawdown
-63.81%
Best month
29.46%
Worst month
-23.55%
Beta vs VTIAX
1.37
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.