Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.18%
3 year
8.43%
5 year
8.14%
10 year
8.54%
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.)
10.14%
Sharpe
0.90
Sortino
1.51
Max drawdown
-20.12%
Best month
10.64%
Worst month
-14.55%
Beta vs VTSAX
0.63
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.