Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.19%
3 year
6.49%
5 year
2.62%
10 year
6.00%
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
75 months through March 31, 2026Volatility (ann.)
21.18%
Sharpe
0.09
Sortino
0.14
Max drawdown
-37.79%
Best month
21.58%
Worst month
-26.69%
Beta vs VTSAX
1.33
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.