Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.56%
3 year
8.51%
5 year
5.08%
10 year
6.50%
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.)
19.19%
Sharpe
0.36
Sortino
0.61
Max drawdown
-24.37%
Best month
13.58%
Worst month
-16.87%
Beta vs VTSAX
1.25
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.