Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
70.53%
3 year
30.78%
5 year
-2.22%
10 year
10.20%
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.)
34.34%
Sharpe
0.99
Sortino
1.98
Max drawdown
-72.53%
Best month
46.49%
Worst month
-33.61%
Beta vs VTIAX
2.11
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.