Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.54%
3 year
5.39%
5 year
7.83%
10 year
8.51%
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
80 months through March 31, 2026Volatility (ann.)
13.13%
Sharpe
0.65
Sortino
1.07
Max drawdown
-24.52%
Best month
10.30%
Worst month
-15.57%
Beta vs VTSAX
0.58
Correlation
0.56
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.