Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.00%
3 year
11.50%
5 year
-0.90%
10 year
2.10%
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.)
19.27%
Sharpe
0.56
Sortino
0.93
Max drawdown
-45.83%
Best month
13.85%
Worst month
-21.93%
Beta vs VTSAX
1.14
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.