Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
36.40%
3 year
59.26%
5 year
—
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
44 months through March 31, 2026Volatility (ann.)
58.81%
Sharpe
0.66
Sortino
1.20
Max drawdown
-43.19%
Best month
37.74%
Worst month
-19.47%
Beta vs VTSAX
3.51
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.