Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
50.26%
3 year
4.37%
5 year
-2.47%
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
81 months through March 31, 2026Volatility (ann.)
31.26%
Sharpe
0.09
Sortino
0.14
Max drawdown
-60.24%
Best month
28.18%
Worst month
-21.78%
Beta vs VTSAX
1.64
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.