Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.71%
3 year
48.29%
5 year
5.44%
10 year
18.91%
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.)
31.49%
Sharpe
0.91
Sortino
1.82
Max drawdown
-65.60%
Best month
23.68%
Worst month
-22.06%
Beta vs VTSAX
1.89
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.