Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.26%
3 year
28.03%
5 year
-2.27%
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
81 months through March 31, 2026Volatility (ann.)
25.75%
Sharpe
0.58
Sortino
1.07
Max drawdown
-62.93%
Best month
26.59%
Worst month
-24.08%
Beta vs VTSAX
1.72
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.