Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.90%
3 year
18.06%
5 year
6.19%
10 year
13.31%
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.)
18.53%
Sharpe
0.83
Sortino
1.40
Max drawdown
-37.61%
Best month
16.28%
Worst month
-15.68%
Beta vs VTSAX
0.60
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.