Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-7.26%
3 year
5.42%
5 year
3.55%
10 year
10.54%
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.)
16.85%
Sharpe
0.16
Sortino
0.25
Max drawdown
-22.52%
Best month
15.89%
Worst month
-8.94%
Beta vs VTSAX
1.03
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.