Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.14%
3 year
1.41%
5 year
23.67%
10 year
7.99%
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.)
21.69%
Sharpe
0.75
Sortino
1.35
Max drawdown
-58.35%
Best month
47.17%
Worst month
-42.58%
Beta vs VTSAX
0.23
Correlation
0.13
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.