Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.18%
3 year
7.40%
5 year
7.95%
10 year
9.22%
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.)
11.55%
Sharpe
0.68
Sortino
1.10
Max drawdown
-22.54%
Best month
9.83%
Worst month
-13.99%
Beta vs VTSAX
0.63
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.