Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.75%
3 year
10.18%
5 year
7.64%
10 year
8.80%
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.)
14.48%
Sharpe
0.61
Sortino
1.03
Max drawdown
-25.53%
Best month
11.39%
Worst month
-14.81%
Beta vs VTSAX
0.96
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.