Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.62%
3 year
29.69%
5 year
2.45%
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.)
22.89%
Sharpe
0.75
Sortino
1.39
Max drawdown
-56.75%
Best month
17.77%
Worst month
-20.04%
Beta vs VTSAX
1.55
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.