Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.82%
3 year
7.26%
5 year
5.72%
10 year
6.33%
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
0.48
Sortino
0.77
Max drawdown
-29.94%
Best month
12.57%
Worst month
-18.11%
Beta vs VTSAX
0.90
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.