Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.87%
3 year
6.21%
5 year
3.08%
10 year
12.22%
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.)
18.38%
Sharpe
0.00
Sortino
0.00
Max drawdown
-30.62%
Best month
14.21%
Worst month
-11.37%
Beta vs VTSAX
1.08
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.