Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.99%
3 year
7.39%
5 year
6.08%
10 year
8.48%
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
48 months through March 31, 2026Volatility (ann.)
19.26%
Sharpe
0.44
Sortino
0.73
Max drawdown
-21.06%
Best month
11.59%
Worst month
-8.91%
Beta vs VTSAX
1.28
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.