Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.64%
3 year
10.13%
5 year
12.04%
10 year
11.56%
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.)
15.01%
Sharpe
0.80
Sortino
1.42
Max drawdown
-36.21%
Best month
18.48%
Worst month
-25.04%
Beta vs VTSAX
0.89
Correlation
0.74
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.