Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.94%
3 year
1.04%
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
58 months through March 31, 2026Volatility (ann.)
23.64%
Sharpe
0.10
Sortino
0.16
Max drawdown
-54.09%
Best month
11.91%
Worst month
-14.23%
Beta vs VTSAX
1.35
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.