Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.31%
3 year
5.60%
5 year
5.30%
10 year
4.43%
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.)
16.33%
Sharpe
0.36
Sortino
0.60
Max drawdown
-33.29%
Best month
11.39%
Worst month
-11.95%
Beta vs VTSAX
0.92
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.