Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.73%
3 year
8.01%
5 year
6.17%
10 year
5.21%
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
75 months through March 31, 2026Volatility (ann.)
13.73%
Sharpe
0.48
Sortino
0.69
Max drawdown
-19.70%
Best month
7.98%
Worst month
-8.35%
Beta vs VTSAX
0.96
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.