Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.75%
3 year
26.13%
5 year
-4.82%
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.)
31.84%
Sharpe
0.39
Sortino
0.71
Max drawdown
-71.80%
Best month
33.08%
Worst month
-21.29%
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.