Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.70%
3 year
11.43%
5 year
-0.89%
10 year
8.97%
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.)
18.28%
Sharpe
0.50
Sortino
0.80
Max drawdown
-43.28%
Best month
17.09%
Worst month
-16.71%
Beta vs VTSAX
1.32
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.