Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.83%
3 year
10.47%
5 year
-3.16%
10 year
10.27%
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.)
20.49%
Sharpe
0.42
Sortino
0.66
Max drawdown
-42.97%
Best month
16.62%
Worst month
-19.10%
Beta vs VTSAX
1.49
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.