Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.09%
3 year
6.57%
5 year
6.53%
10 year
6.10%
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.)
16.48%
Sharpe
0.36
Sortino
0.61
Max drawdown
-36.20%
Best month
17.72%
Worst month
-23.54%
Beta vs VTSAX
1.02
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.