Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.28%
3 year
37.84%
5 year
-1.34%
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
79 months through March 31, 2026Volatility (ann.)
29.83%
Sharpe
0.80
Sortino
1.52
Max drawdown
-68.13%
Best month
25.21%
Worst month
-23.70%
Beta vs VTSAX
1.82
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.