Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.47%
3 year
6.16%
5 year
6.56%
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
79 months through March 31, 2026Volatility (ann.)
16.31%
Sharpe
0.32
Sortino
0.53
Max drawdown
-27.12%
Best month
12.60%
Worst month
-17.59%
Beta vs VTSAX
1.08
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.