Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-19.29%
3 year
5.94%
5 year
18.93%
10 year
14.71%
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.)
42.24%
Sharpe
0.72
Sortino
1.53
Max drawdown
-40.05%
Best month
40.01%
Worst month
-32.80%
Beta vs VTSAX
0.50
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.