Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-9.04%
3 year
27.70%
5 year
12.71%
10 year
15.49%
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.)
28.07%
Sharpe
0.92
Sortino
1.91
Max drawdown
-38.42%
Best month
26.19%
Worst month
-16.23%
Beta vs VTSAX
1.10
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.