Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.07%
3 year
10.15%
5 year
9.41%
10 year
—
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
72 months through March 31, 2026Volatility (ann.)
7.99%
Sharpe
1.21
Sortino
1.93
Max drawdown
-13.12%
Best month
7.64%
Worst month
-6.43%
Beta vs VTSAX
0.52
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.