Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.24%
3 year
9.57%
5 year
5.84%
10 year
9.51%
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.)
18.47%
Sharpe
0.50
Sortino
0.85
Max drawdown
-27.98%
Best month
15.01%
Worst month
-19.77%
Beta vs VTSAX
1.25
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.