Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-14.59%
3 year
10.19%
5 year
19.01%
10 year
16.74%
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.)
39.50%
Sharpe
0.79
Sortino
1.65
Max drawdown
-36.45%
Best month
31.58%
Worst month
-27.54%
Beta vs VTSAX
0.71
Correlation
0.23
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.