Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.84%
3 year
6.94%
5 year
5.76%
10 year
4.57%
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.)
9.68%
Sharpe
0.91
Sortino
1.55
Max drawdown
-35.56%
Best month
16.82%
Worst month
-31.13%
Beta vs VTSAX
0.49
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.