Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-6.18%
3 year
5.33%
5 year
3.65%
10 year
8.31%
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
0.14
Sortino
0.22
Max drawdown
-24.57%
Best month
11.91%
Worst month
-16.81%
Beta vs VTSAX
1.12
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.