Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-5.28%
3 year
17.76%
5 year
12.45%
10 year
14.26%
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.)
31.28%
Sharpe
0.31
Sortino
0.53
Max drawdown
-38.92%
Best month
26.05%
Worst month
-33.07%
Beta vs VTSAX
1.74
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.