Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.08%
3 year
37.40%
5 year
-1.19%
10 year
12.44%
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.)
29.05%
Sharpe
0.80
Sortino
1.52
Max drawdown
-65.00%
Best month
22.76%
Worst month
-23.58%
Beta vs VTSAX
1.79
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.