Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.42%
3 year
11.86%
5 year
8.19%
10 year
8.69%
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.)
18.67%
Sharpe
0.65
Sortino
1.13
Max drawdown
-30.94%
Best month
12.85%
Worst month
-18.69%
Beta vs VTSAX
0.66
Correlation
0.44
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.