Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.61%
3 year
13.99%
5 year
9.15%
10 year
9.49%
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.)
8.63%
Sharpe
1.12
Sortino
1.72
Max drawdown
-13.86%
Best month
5.64%
Worst month
-7.67%
Beta vs VTSAX
0.63
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.