Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.26%
3 year
10.02%
5 year
7.38%
10 year
9.12%
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.)
19.51%
Sharpe
0.57
Sortino
1.07
Max drawdown
-33.47%
Best month
15.47%
Worst month
-22.86%
Beta vs VTSAX
1.18
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.