Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.01%
3 year
25.11%
5 year
-5.56%
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.)
31.86%
Sharpe
0.36
Sortino
0.65
Max drawdown
-72.18%
Best month
33.00%
Worst month
-21.36%
Beta vs VTSAX
1.85
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.