Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.63%
3 year
10.07%
5 year
8.96%
10 year
8.16%
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.)
13.30%
Sharpe
0.78
Sortino
1.29
Max drawdown
-29.59%
Best month
12.06%
Worst month
-18.90%
Beta vs VTSAX
0.85
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.