Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.53%
3 year
10.00%
5 year
8.54%
10 year
9.32%
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
27 months through March 31, 2026Volatility (ann.)
15.14%
Sharpe
0.62
Sortino
1.10
Max drawdown
-9.55%
Best month
10.59%
Worst month
-6.67%
Beta vs VTSAX
0.82
Correlation
0.62
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.