Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.71%
3 year
8.62%
5 year
7.16%
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.)
16.18%
Sharpe
0.48
Sortino
0.78
Max drawdown
-28.05%
Best month
13.78%
Worst month
-19.57%
Beta vs VTSAX
1.01
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.