Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.17%
3 year
11.33%
5 year
9.83%
10 year
8.81%
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
33 months through March 31, 2026Volatility (ann.)
13.68%
Sharpe
0.92
Sortino
1.79
Max drawdown
-11.02%
Best month
7.75%
Worst month
-5.90%
Beta vs VTSAX
0.87
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.