Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.68%
3 year
11.50%
5 year
6.95%
10 year
8.87%
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.)
16.88%
Sharpe
0.41
Sortino
0.61
Max drawdown
-24.61%
Best month
10.96%
Worst month
-14.20%
Beta vs VTSAX
1.13
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.