Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
30.25%
3 year
24.06%
5 year
4.82%
10 year
—
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
80 months through March 31, 2026Volatility (ann.)
23.42%
Sharpe
0.63
Sortino
1.07
Max drawdown
-46.52%
Best month
16.48%
Worst month
-14.31%
Beta vs VTSAX
1.52
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.