Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.47%
3 year
7.30%
5 year
-0.24%
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
57 months through March 31, 2026Volatility (ann.)
22.98%
Sharpe
0.23
Sortino
0.35
Max drawdown
-47.57%
Best month
14.80%
Worst month
-16.06%
Beta vs VTSAX
1.46
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.