Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.25%
3 year
7.71%
5 year
4.96%
10 year
8.77%
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.)
17.58%
Sharpe
0.35
Sortino
0.58
Max drawdown
-31.46%
Best month
15.61%
Worst month
-20.53%
Beta vs VTSAX
1.21
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.