Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.40%
3 year
13.30%
5 year
7.33%
10 year
9.85%
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.)
14.23%
Sharpe
0.45
Sortino
0.74
Max drawdown
-28.30%
Best month
12.72%
Worst month
-13.68%
Beta vs VTSAX
1.00
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.