Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.40%
3 year
21.23%
5 year
-3.66%
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
81 months through March 31, 2026Volatility (ann.)
24.72%
Sharpe
0.29
Sortino
0.49
Max drawdown
-56.95%
Best month
16.55%
Worst month
-16.70%
Beta vs VTSAX
1.55
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.