Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.64%
3 year
9.00%
5 year
4.08%
10 year
8.15%
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.)
10.30%
Sharpe
0.44
Sortino
0.72
Max drawdown
-20.61%
Best month
9.17%
Worst month
-8.63%
Beta vs VTSAX
0.64
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.