Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.38%
3 year
8.70%
5 year
7.85%
10 year
10.66%
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.)
10.95%
Sharpe
0.89
Sortino
1.45
Max drawdown
-20.88%
Best month
11.27%
Worst month
-10.66%
Beta vs VTSAX
0.68
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.