Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.37%
3 year
2.81%
5 year
5.77%
10 year
7.02%
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.)
21.07%
Sharpe
0.17
Sortino
0.27
Max drawdown
-36.31%
Best month
23.50%
Worst month
-23.64%
Beta vs VTSAX
1.22
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.