Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.33%
3 year
35.46%
5 year
0.06%
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
66 months through March 31, 2026Volatility (ann.)
25.42%
Sharpe
0.67
Sortino
1.25
Max drawdown
-60.97%
Best month
21.77%
Worst month
-23.83%
Beta vs VTSAX
1.66
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.