Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.97%
3 year
8.85%
5 year
2.23%
10 year
8.76%
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.)
20.06%
Sharpe
0.43
Sortino
0.71
Max drawdown
-32.21%
Best month
20.81%
Worst month
-12.89%
Beta vs VTSAX
1.42
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.