Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.85%
3 year
35.88%
5 year
-2.25%
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.)
29.05%
Sharpe
0.75
Sortino
1.41
Max drawdown
-65.47%
Best month
22.63%
Worst month
-23.64%
Beta vs VTSAX
1.79
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.