Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
68.85%
3 year
29.53%
5 year
-3.18%
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.)
34.32%
Sharpe
0.96
Sortino
1.90
Max drawdown
-73.00%
Best month
46.33%
Worst month
-33.67%
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.