Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.88%
3 year
6.03%
5 year
5.01%
10 year
7.00%
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
75 months through March 31, 2026Volatility (ann.)
9.52%
Sharpe
0.99
Sortino
1.91
Max drawdown
-17.12%
Best month
7.49%
Worst month
-6.09%
Beta vs VTSAX
0.39
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.