Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.53%
3 year
7.51%
5 year
6.90%
10 year
7.17%
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
45 months through March 31, 2026Volatility (ann.)
18.96%
Sharpe
0.50
Sortino
0.89
Max drawdown
-21.15%
Best month
13.77%
Worst month
-7.82%
Beta vs VTSAX
1.16
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.