Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.58%
3 year
32.09%
5 year
-5.36%
10 year
14.16%
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.)
29.20%
Sharpe
0.71
Sortino
1.33
Max drawdown
-70.66%
Best month
23.95%
Worst month
-22.75%
Beta vs VTSAX
1.81
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.