Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.64%
3 year
11.96%
5 year
7.02%
10 year
8.77%
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.)
8.16%
Sharpe
1.19
Sortino
2.18
Max drawdown
-18.98%
Best month
8.95%
Worst month
-11.13%
Beta vs VTSAX
0.61
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.