Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.37%
3 year
6.75%
5 year
0.24%
10 year
8.06%
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.)
17.06%
Sharpe
0.16
Sortino
0.25
Max drawdown
-30.41%
Best month
16.14%
Worst month
-17.15%
Beta vs VTSAX
1.24
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.