Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
27.48%
3 year
38.48%
5 year
5.43%
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.)
19.22%
Sharpe
1.44
Sortino
3.00
Max drawdown
-60.65%
Best month
14.93%
Worst month
-19.98%
Beta vs VTSAX
1.23
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.