Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.58%
3 year
6.78%
5 year
-7.53%
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
81 months through March 31, 2026Volatility (ann.)
28.01%
Sharpe
0.11
Sortino
0.17
Max drawdown
-56.24%
Best month
31.57%
Worst month
-25.61%
Beta vs VTSAX
1.63
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.