Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.01%
3 year
7.69%
5 year
5.40%
10 year
6.36%
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.)
16.12%
Sharpe
0.49
Sortino
0.80
Max drawdown
-31.09%
Best month
12.48%
Worst month
-19.79%
Beta vs VTSAX
0.88
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.