Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.26%
3 year
34.59%
5 year
0.16%
10 year
15.74%
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
27 months through March 31, 2026Volatility (ann.)
24.01%
Sharpe
0.45
Sortino
0.78
Max drawdown
-22.08%
Best month
16.04%
Worst month
-10.57%
Beta vs VTSAX
1.71
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.