Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.91%
3 year
20.01%
5 year
4.10%
10 year
14.37%
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.)
23.62%
Sharpe
0.21
Sortino
0.35
Max drawdown
-40.93%
Best month
18.42%
Worst month
-16.75%
Beta vs VTSAX
1.44
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.