Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.94%
3 year
10.57%
5 year
10.88%
10 year
9.51%
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.)
15.62%
Sharpe
0.73
Sortino
1.30
Max drawdown
-35.90%
Best month
13.89%
Worst month
-26.25%
Beta vs VTSAX
0.99
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.