Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
24.43%
3 year
39.71%
5 year
1.57%
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.)
30.39%
Sharpe
0.83
Sortino
1.58
Max drawdown
-65.89%
Best month
23.89%
Worst month
-22.20%
Beta vs VTSAX
1.87
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.