Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.45%
3 year
8.34%
5 year
5.92%
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
75 months through March 31, 2026Volatility (ann.)
18.04%
Sharpe
0.47
Sortino
0.82
Max drawdown
-19.52%
Best month
13.97%
Worst month
-8.29%
Beta vs VTSAX
1.15
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.