Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
28.12%
3 year
47.74%
5 year
—
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
42 months through March 31, 2026Volatility (ann.)
34.56%
Sharpe
0.85
Sortino
1.63
Max drawdown
-24.60%
Best month
25.12%
Worst month
-13.77%
Beta vs VTSAX
2.27
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.