Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.24%
3 year
7.36%
5 year
-0.17%
10 year
9.38%
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.)
20.10%
Sharpe
0.24
Sortino
0.38
Max drawdown
-38.78%
Best month
16.34%
Worst month
-18.69%
Beta vs VTSAX
1.43
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.