Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.65%
3 year
24.55%
5 year
-4.76%
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
74 months through March 31, 2026Volatility (ann.)
20.56%
Sharpe
0.50
Sortino
0.84
Max drawdown
-62.70%
Best month
21.01%
Worst month
-19.35%
Beta vs VTSAX
1.39
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.