Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.81%
3 year
8.77%
5 year
0.54%
10 year
8.39%
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.)
16.87%
Sharpe
0.08
Sortino
0.13
Max drawdown
-34.06%
Best month
13.38%
Worst month
-13.45%
Beta vs VTSAX
1.24
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.