Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.43%
3 year
15.99%
5 year
1.37%
10 year
8.18%
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
66 months through March 31, 2026Volatility (ann.)
19.48%
Sharpe
0.58
Sortino
1.05
Max drawdown
-39.42%
Best month
16.61%
Worst month
-13.89%
Beta vs VTSAX
1.37
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.