Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.16%
3 year
7.92%
5 year
5.95%
10 year
4.14%
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.)
16.20%
Sharpe
0.49
Sortino
0.82
Max drawdown
-32.48%
Best month
12.21%
Worst month
-22.21%
Beta vs VTSAX
0.94
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.