Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.71%
3 year
12.79%
5 year
6.61%
10 year
13.46%
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.)
7.24%
Sharpe
1.42
Sortino
3.17
Max drawdown
-21.14%
Best month
11.66%
Worst month
-11.21%
Beta vs VTSAX
0.51
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.