Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.00%
3 year
5.92%
5 year
4.43%
10 year
5.15%
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.)
9.62%
Sharpe
0.64
Sortino
1.08
Max drawdown
-24.55%
Best month
9.49%
Worst month
-14.83%
Beta vs VTSAX
0.60
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.