Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.15%
3 year
7.11%
5 year
9.34%
10 year
10.37%
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
80 months through March 31, 2026Volatility (ann.)
14.31%
Sharpe
0.57
Sortino
0.94
Max drawdown
-29.45%
Best month
14.08%
Worst month
-19.76%
Beta vs VTSAX
0.91
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.