Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.53%
3 year
9.16%
5 year
3.05%
10 year
4.88%
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.)
7.34%
Sharpe
1.09
Sortino
1.89
Max drawdown
-20.49%
Best month
6.77%
Worst month
-10.01%
Beta vs VTSAX
0.52
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.