Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.69%
3 year
7.27%
5 year
1.54%
10 year
3.47%
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.)
8.26%
Sharpe
0.65
Sortino
1.10
Max drawdown
-19.36%
Best month
10.52%
Worst month
-12.38%
Beta vs VTSAX
0.50
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.