Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.99%
3 year
11.02%
5 year
10.16%
10 year
11.34%
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.)
13.17%
Sharpe
0.79
Sortino
1.37
Max drawdown
-27.55%
Best month
11.57%
Worst month
-18.36%
Beta vs VTSAX
0.83
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.