Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.29%
3 year
7.93%
5 year
0.38%
10 year
8.71%
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.)
18.44%
Sharpe
0.14
Sortino
0.21
Max drawdown
-36.48%
Best month
20.27%
Worst month
-22.94%
Beta vs VTSAX
1.33
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.