Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.90%
3 year
9.23%
5 year
20.80%
10 year
17.92%
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.)
31.29%
Sharpe
0.83
Sortino
1.69
Max drawdown
-34.42%
Best month
25.33%
Worst month
-29.62%
Beta vs VTSAX
0.61
Correlation
0.24
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.