Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.66%
3 year
7.55%
5 year
6.85%
10 year
6.67%
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
51 months through March 31, 2026Volatility (ann.)
9.11%
Sharpe
0.69
Sortino
1.17
Max drawdown
-12.04%
Best month
7.43%
Worst month
-7.94%
Beta vs VTSAX
0.55
Correlation
0.76
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.