Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.66%
3 year
10.07%
5 year
1.99%
10 year
8.59%
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.)
16.56%
Sharpe
0.22
Sortino
0.36
Max drawdown
-32.15%
Best month
13.44%
Worst month
-11.13%
Beta vs VTSAX
1.19
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.