Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-9.13%
3 year
3.19%
5 year
3.97%
10 year
3.73%
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
75 months through March 31, 2026Volatility (ann.)
14.23%
Sharpe
0.37
Sortino
0.62
Max drawdown
-36.77%
Best month
16.60%
Worst month
-31.21%
Beta vs VTSAX
0.75
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.