Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.92%
3 year
40.22%
5 year
1.87%
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.)
30.39%
Sharpe
0.84
Sortino
1.61
Max drawdown
-65.85%
Best month
23.91%
Worst month
-22.18%
Beta vs VTSAX
1.87
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.