Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.83%
3 year
12.69%
5 year
1.27%
10 year
8.66%
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
27 months through March 31, 2026Volatility (ann.)
17.37%
Sharpe
0.46
Sortino
0.68
Max drawdown
-21.10%
Best month
10.50%
Worst month
-8.34%
Beta vs VTSAX
1.39
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.