Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-14.41%
3 year
10.40%
5 year
19.25%
10 year
16.98%
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.)
39.51%
Sharpe
0.79
Sortino
1.67
Max drawdown
-36.39%
Best month
31.60%
Worst month
-27.50%
Beta vs VTSAX
0.71
Correlation
0.23
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.