Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.20%
3 year
5.86%
5 year
3.40%
10 year
3.37%
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.)
15.95%
Sharpe
0.35
Sortino
0.55
Max drawdown
-31.69%
Best month
11.95%
Worst month
-12.20%
Beta vs VTSAX
0.88
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.