Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.71%
3 year
9.18%
5 year
5.37%
10 year
5.07%
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.)
5.21%
Sharpe
1.46
Sortino
2.72
Max drawdown
-9.79%
Best month
5.12%
Worst month
-6.89%
Beta vs VTSAX
0.37
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.