Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.14%
3 year
3.53%
5 year
-4.02%
10 year
9.28%
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.)
18.74%
Sharpe
0.01
Sortino
0.01
Max drawdown
-43.80%
Best month
19.20%
Worst month
-16.05%
Beta vs VTSAX
1.32
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.