Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.13%
3 year
36.30%
5 year
-2.02%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2020 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
29.06%
Sharpe
0.76
Sortino
1.44
Max drawdown
-65.42%
Best month
22.63%
Worst month
-23.67%
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.