Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.83%
3 year
29.92%
5 year
2.60%
10 year
—
Standardized average annual total returns (before tax), from calendar-year returns; recent years derived from N-PORT monthly data.
Calendar-year returns
2021 onward derived from N-PORT monthly returnsRisk statistics
67 months through March 31, 2026Volatility (ann.)
22.90%
Sharpe
0.76
Sortino
1.41
Max drawdown
-56.72%
Best month
17.88%
Worst month
-20.08%
Beta vs VTSAX
1.55
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.