Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.63%
3 year
5.60%
5 year
-0.60%
10 year
2.43%
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.)
8.95%
Sharpe
0.38
Sortino
0.62
Max drawdown
-20.39%
Best month
12.55%
Worst month
-7.60%
Beta vs VTSAX
0.49
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.