Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.66%
3 year
34.94%
5 year
-8.55%
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 March 31, 2026Volatility (ann.)
40.44%
Sharpe
0.46
Sortino
0.87
Max drawdown
-75.97%
Best month
30.96%
Worst month
-28.31%
Beta vs VTSAX
2.55
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.