Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-3.07%
3 year
18.25%
5 year
19.47%
10 year
18.90%
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.)
31.66%
Sharpe
1.02
Sortino
2.20
Max drawdown
-28.74%
Best month
30.03%
Worst month
-20.40%
Beta vs VTSAX
0.78
Correlation
0.31
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.