Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.11%
3 year
5.55%
5 year
7.88%
10 year
9.55%
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.)
14.51%
Sharpe
0.41
Sortino
0.65
Max drawdown
-31.61%
Best month
14.88%
Worst month
-20.51%
Beta vs VTSAX
0.84
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.