Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.29%
3 year
6.98%
5 year
2.93%
10 year
4.54%
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.)
15.89%
Sharpe
0.44
Sortino
0.68
Max drawdown
-31.41%
Best month
10.94%
Worst month
-19.74%
Beta vs VTSAX
0.89
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.