Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
55.14%
3 year
14.90%
5 year
-0.06%
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
81 months through March 31, 2026Volatility (ann.)
23.94%
Sharpe
0.57
Sortino
1.00
Max drawdown
-48.79%
Best month
23.58%
Worst month
-18.61%
Beta vs VTSAX
1.14
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.