Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.11%
3 year
12.29%
5 year
8.92%
10 year
10.56%
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.)
14.27%
Sharpe
0.76
Sortino
1.30
Max drawdown
-21.66%
Best month
10.87%
Worst month
-8.37%
Beta vs VTSAX
0.95
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.