Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.90%
3 year
5.67%
5 year
6.31%
10 year
8.46%
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.)
18.06%
Sharpe
0.36
Sortino
0.63
Max drawdown
-34.89%
Best month
13.43%
Worst month
-24.17%
Beta vs VTSAX
1.07
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.