Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.78%
3 year
65.74%
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
48 months through March 31, 2026Volatility (ann.)
60.53%
Sharpe
0.58
Sortino
1.06
Max drawdown
-60.88%
Best month
54.06%
Worst month
-32.77%
Beta vs VTSAX
3.70
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.