Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.85%
3 year
7.57%
5 year
2.47%
10 year
4.27%
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.)
5.63%
Sharpe
1.03
Sortino
1.80
Max drawdown
-15.94%
Best month
4.88%
Worst month
-5.08%
Beta vs VTSAX
0.38
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.