Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.57%
3 year
9.85%
5 year
1.04%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2025 onward derived from N-PORT monthly returnsRisk statistics
81 months through March 31, 2026Volatility (ann.)
23.59%
Sharpe
0.33
Sortino
0.53
Max drawdown
-38.36%
Best month
19.64%
Worst month
-21.31%
Beta vs VTSAX
1.49
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.