Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.69%
3 year
16.48%
5 year
2.14%
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.)
21.97%
Sharpe
0.57
Sortino
0.98
Max drawdown
-43.55%
Best month
22.08%
Worst month
-17.07%
Beta vs VTSAX
1.56
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.