Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.80%
3 year
8.31%
5 year
8.16%
10 year
9.49%
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.)
17.68%
Sharpe
0.69
Sortino
1.06
Max drawdown
-33.22%
Best month
18.39%
Worst month
-12.92%
Beta vs VTSAX
0.85
Correlation
0.60
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.