Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.62%
3 year
55.25%
5 year
—
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
47 months through March 31, 2026Volatility (ann.)
57.86%
Sharpe
0.50
Sortino
0.90
Max drawdown
-50.22%
Best month
44.62%
Worst month
-30.67%
Beta vs VTSAX
3.65
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.