Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.37%
3 year
9.50%
5 year
1.80%
10 year
9.67%
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.)
17.39%
Sharpe
0.40
Sortino
0.65
Max drawdown
-32.56%
Best month
13.69%
Worst month
-16.02%
Beta vs VTSAX
1.24
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.