Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.68%
3 year
45.43%
5 year
1.17%
10 year
16.30%
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.)
32.17%
Sharpe
1.10
Sortino
2.13
Max drawdown
-68.86%
Best month
20.60%
Worst month
-23.65%
Beta vs VTSAX
2.01
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.