Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
35.35%
3 year
47.86%
5 year
5.16%
10 year
18.60%
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.)
31.52%
Sharpe
0.90
Sortino
1.80
Max drawdown
-65.69%
Best month
23.68%
Worst month
-22.08%
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.