Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.14%
3 year
1.43%
5 year
25.01%
10 year
3.12%
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.)
22.18%
Sharpe
0.69
Sortino
1.21
Max drawdown
-70.50%
Best month
84.62%
Worst month
-44.65%
Beta vs VTSAX
0.26
Correlation
0.15
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.