Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.01%
3 year
5.86%
5 year
7.80%
10 year
9.94%
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.)
11.28%
Sharpe
0.85
Sortino
1.40
Max drawdown
-18.57%
Best month
11.00%
Worst month
-10.78%
Beta vs VTSAX
0.41
Correlation
0.45
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.