Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.86%
3 year
33.58%
5 year
12.57%
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.)
29.23%
Sharpe
0.76
Sortino
1.49
Max drawdown
-45.37%
Best month
32.84%
Worst month
-25.68%
Beta vs VTSAX
1.29
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.