Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.51%
3 year
5.60%
5 year
3.97%
10 year
4.98%
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.)
15.76%
Sharpe
0.40
Sortino
0.63
Max drawdown
-31.83%
Best month
10.24%
Worst month
-17.24%
Beta vs VTSAX
0.86
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.