Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.24%
3 year
-3.01%
5 year
-3.15%
10 year
-2.33%
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
33 months through March 31, 2026Volatility (ann.)
6.28%
Sharpe
0.21
Sortino
0.29
Max drawdown
-9.44%
Best month
3.11%
Worst month
-3.58%
Beta vs VTSAX
-0.02
Correlation
-0.03
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.