Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.47%
3 year
13.24%
5 year
1.02%
10 year
8.67%
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.)
18.76%
Sharpe
0.42
Sortino
0.65
Max drawdown
-39.81%
Best month
14.98%
Worst month
-19.00%
Beta vs VTSAX
1.37
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.