Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.77%
3 year
2.20%
5 year
14.14%
10 year
-6.17%
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.)
31.36%
Sharpe
0.55
Sortino
0.98
Max drawdown
-75.86%
Best month
42.73%
Worst month
-57.13%
Beta vs VTSAX
0.88
Correlation
0.35
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.