Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.26%
3 year
8.77%
5 year
1.67%
10 year
3.90%
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.)
18.46%
Sharpe
0.49
Sortino
0.84
Max drawdown
-57.73%
Best month
18.30%
Worst month
-53.76%
Beta vs VTSAX
1.05
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.