Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.16%
3 year
11.51%
5 year
7.75%
10 year
9.04%
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.)
14.86%
Sharpe
0.44
Sortino
0.61
Max drawdown
-29.83%
Best month
14.52%
Worst month
-26.91%
Beta vs VTSAX
0.45
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.