Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.39%
3 year
6.51%
5 year
4.55%
10 year
5.45%
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.)
16.47%
Sharpe
0.39
Sortino
0.61
Max drawdown
-31.83%
Best month
12.26%
Worst month
-20.02%
Beta vs VTSAX
0.97
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.