Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.53%
3 year
6.99%
5 year
1.74%
10 year
8.77%
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
80 months through March 31, 2026Volatility (ann.)
16.72%
Sharpe
0.16
Sortino
0.25
Max drawdown
-32.80%
Best month
13.91%
Worst month
-16.45%
Beta vs VTSAX
0.10
Correlation
0.07
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.