Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.22%
3 year
7.47%
5 year
2.55%
10 year
4.10%
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.)
5.03%
Sharpe
1.23
Sortino
2.22
Max drawdown
-13.76%
Best month
4.31%
Worst month
-4.59%
Beta vs VTSAX
0.31
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.