Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-2.68%
3 year
6.87%
5 year
4.04%
10 year
6.98%
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.)
15.97%
Sharpe
0.32
Sortino
0.50
Max drawdown
-28.46%
Best month
14.95%
Worst month
-19.52%
Beta vs VTSAX
1.09
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.