Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.74%
3 year
35.03%
5 year
4.01%
10 year
13.89%
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
75 months through March 31, 2026Volatility (ann.)
28.57%
Sharpe
0.64
Sortino
1.21
Max drawdown
-55.56%
Best month
25.09%
Worst month
-16.16%
Beta vs VTSAX
1.82
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.