Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.66%
3 year
29.78%
5 year
2.53%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
67 months through March 31, 2026Volatility (ann.)
22.88%
Sharpe
0.75
Sortino
1.40
Max drawdown
-56.73%
Best month
17.81%
Worst month
-20.08%
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.