Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.43%
3 year
10.08%
5 year
5.55%
10 year
8.35%
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
75 months through March 31, 2026Volatility (ann.)
8.83%
Sharpe
0.98
Sortino
1.71
Max drawdown
-19.52%
Best month
10.36%
Worst month
-9.87%
Beta vs VTSAX
0.67
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.