Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-1.07%
3 year
5.11%
5 year
2.95%
10 year
5.57%
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.)
15.97%
Sharpe
0.35
Sortino
0.56
Max drawdown
-33.64%
Best month
11.03%
Worst month
-15.93%
Beta vs VTSAX
0.91
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.