Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.65%
3 year
12.66%
5 year
6.18%
10 year
7.22%
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.)
9.83%
Sharpe
1.08
Sortino
1.89
Max drawdown
-20.58%
Best month
7.54%
Worst month
-9.66%
Beta vs VTSAX
0.75
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.