Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.72%
3 year
10.35%
5 year
4.61%
10 year
5.51%
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.)
8.86%
Sharpe
0.96
Sortino
1.63
Max drawdown
-16.99%
Best month
7.04%
Worst month
-10.10%
Beta vs VTSAX
0.64
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.