Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.18%
3 year
8.10%
5 year
6.96%
10 year
9.76%
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.)
17.29%
Sharpe
0.57
Sortino
1.07
Max drawdown
-32.92%
Best month
17.04%
Worst month
-20.86%
Beta vs VTSAX
0.93
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.