Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.15%
3 year
32.51%
5 year
-5.89%
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.)
29.13%
Sharpe
0.72
Sortino
1.33
Max drawdown
-71.44%
Best month
23.79%
Worst month
-22.91%
Beta vs VTSAX
1.80
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.