Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.66%
3 year
13.49%
5 year
-1.51%
10 year
—
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
69 months through March 31, 2026Volatility (ann.)
21.60%
Sharpe
0.24
Sortino
0.38
Max drawdown
-49.48%
Best month
16.81%
Worst month
-17.08%
Beta vs VTSAX
1.40
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.