Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
25.91%
3 year
6.56%
5 year
-3.79%
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
74 months through March 31, 2026Volatility (ann.)
20.68%
Sharpe
0.14
Sortino
0.22
Max drawdown
-54.48%
Best month
18.56%
Worst month
-19.41%
Beta vs VTSAX
1.14
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.