Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.10%
3 year
9.89%
5 year
6.48%
10 year
8.61%
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
75 months through March 31, 2026Volatility (ann.)
15.12%
Sharpe
0.43
Sortino
0.67
Max drawdown
-31.55%
Best month
16.06%
Worst month
-21.14%
Beta vs VTSAX
0.99
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.