Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.61%
3 year
7.96%
5 year
6.23%
10 year
5.30%
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.)
14.88%
Sharpe
0.56
Sortino
0.92
Max drawdown
-30.82%
Best month
10.22%
Worst month
-12.18%
Beta vs VTSAX
0.86
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.