Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.37%
3 year
6.29%
5 year
0.55%
10 year
8.27%
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.)
15.76%
Sharpe
0.26
Sortino
0.40
Max drawdown
-27.54%
Best month
14.51%
Worst month
-20.39%
Beta vs VTSAX
1.15
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.