Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
56.37%
3 year
15.79%
5 year
0.71%
10 year
10.52%
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.)
23.95%
Sharpe
0.61
Sortino
1.07
Max drawdown
-48.21%
Best month
23.65%
Worst month
-18.54%
Beta vs VTSAX
1.13
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.