Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.81%
3 year
9.63%
5 year
2.64%
10 year
4.80%
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.)
7.65%
Sharpe
0.99
Sortino
1.69
Max drawdown
-25.34%
Best month
6.27%
Worst month
-7.10%
Beta vs VTSAX
0.29
Correlation
0.49
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.