Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.83%
3 year
7.88%
5 year
6.17%
10 year
5.10%
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.)
15.86%
Sharpe
0.54
Sortino
0.90
Max drawdown
-29.65%
Best month
10.65%
Worst month
-21.58%
Beta vs VTSAX
0.92
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.