Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.75%
3 year
9.89%
5 year
9.12%
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
81 months through March 31, 2026Volatility (ann.)
8.02%
Sharpe
1.17
Sortino
1.87
Max drawdown
-18.33%
Best month
7.61%
Worst month
-11.15%
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.