Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.80%
3 year
7.00%
5 year
7.92%
10 year
8.73%
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.)
14.90%
Sharpe
0.50
Sortino
0.85
Max drawdown
-16.50%
Best month
15.40%
Worst month
-9.17%
Beta vs VTSAX
0.89
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.