Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.26%
3 year
15.04%
5 year
1.18%
10 year
13.37%
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.)
17.73%
Sharpe
0.56
Sortino
0.92
Max drawdown
-39.57%
Best month
19.68%
Worst month
-15.97%
Beta vs VTSAX
1.28
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.