Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.90%
3 year
8.28%
5 year
2.72%
10 year
3.84%
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.)
7.70%
Sharpe
0.89
Sortino
1.53
Max drawdown
-15.83%
Best month
5.91%
Worst month
-6.07%
Beta vs VTSAX
0.49
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.