Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.54%
3 year
7.43%
5 year
3.56%
10 year
4.43%
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.)
15.18%
Sharpe
0.50
Sortino
0.79
Max drawdown
-30.83%
Best month
11.33%
Worst month
-19.31%
Beta vs VTSAX
0.84
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.