Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.95%
3 year
33.31%
5 year
0.58%
10 year
12.36%
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.)
27.69%
Sharpe
0.72
Sortino
1.36
Max drawdown
-60.51%
Best month
19.88%
Worst month
-19.46%
Beta vs VTSAX
1.70
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.