Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.06%
3 year
4.31%
5 year
18.20%
10 year
8.17%
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
79 months through March 31, 2026Volatility (ann.)
15.32%
Sharpe
0.62
Sortino
0.92
Max drawdown
-47.24%
Best month
28.09%
Worst month
-28.36%
Beta vs VTSAX
0.27
Correlation
0.22
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.