Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.72%
3 year
16.05%
5 year
1.06%
10 year
11.61%
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
53 months through March 31, 2026Volatility (ann.)
19.34%
Sharpe
0.61
Sortino
1.08
Max drawdown
-44.08%
Best month
15.61%
Worst month
-15.64%
Beta vs VTSAX
1.34
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.