Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.90%
3 year
9.87%
5 year
0.51%
10 year
7.82%
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.)
18.49%
Sharpe
0.34
Sortino
0.53
Max drawdown
-35.17%
Best month
15.07%
Worst month
-18.27%
Beta vs VTSAX
1.32
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.