Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-11.50%
3 year
6.22%
5 year
6.08%
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.)
17.67%
Sharpe
0.03
Sortino
0.05
Max drawdown
-26.47%
Best month
13.42%
Worst month
-8.04%
Beta vs VTSAX
1.12
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.