Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.23%
3 year
7.88%
5 year
2.49%
10 year
4.51%
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.)
5.61%
Sharpe
1.13
Sortino
1.97
Max drawdown
-16.75%
Best month
4.71%
Worst month
-5.37%
Beta vs VTSAX
0.37
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.