Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-9.27%
3 year
27.38%
5 year
12.43%
10 year
15.21%
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.)
28.06%
Sharpe
0.91
Sortino
1.88
Max drawdown
-38.76%
Best month
26.15%
Worst month
-16.24%
Beta vs VTSAX
1.10
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.