Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.56%
3 year
12.34%
5 year
4.94%
10 year
6.88%
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.)
14.12%
Sharpe
0.69
Sortino
1.27
Max drawdown
-35.93%
Best month
41.19%
Worst month
-26.58%
Beta vs VTSAX
0.85
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.