Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.22%
3 year
9.04%
5 year
4.33%
10 year
7.08%
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
36 months through March 31, 2026Volatility (ann.)
16.12%
Sharpe
0.62
Sortino
1.05
Max drawdown
-15.45%
Best month
8.70%
Worst month
-7.36%
Beta vs VTSAX
1.05
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.