Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
-0.39%
3 year
8.86%
5 year
8.90%
10 year
10.31%
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.)
13.75%
Sharpe
0.63
Sortino
1.02
Max drawdown
-15.38%
Best month
12.56%
Worst month
-8.81%
Beta vs VTSAX
0.80
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.