Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.59%
3 year
4.78%
5 year
1.79%
10 year
3.53%
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.)
15.56%
Sharpe
0.28
Sortino
0.42
Max drawdown
-32.73%
Best month
11.16%
Worst month
-19.42%
Beta vs VTSAX
0.90
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.