Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.27%
3 year
6.37%
5 year
7.04%
10 year
8.94%
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.)
19.91%
Sharpe
0.34
Sortino
0.60
Max drawdown
-34.59%
Best month
20.12%
Worst month
-23.30%
Beta vs VTSAX
1.17
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.