Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-8.03%
3 year
15.29%
5 year
22.42%
10 year
9.59%
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.)
18.12%
Sharpe
1.49
Sortino
3.29
Max drawdown
-55.85%
Best month
33.39%
Worst month
-44.26%
Beta vs VTSAX
0.48
Correlation
0.33
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.