Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.47%
3 year
13.16%
5 year
7.76%
10 year
8.02%
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.)
16.70%
Sharpe
0.63
Sortino
1.05
Max drawdown
-33.68%
Best month
14.11%
Worst month
-21.30%
Beta vs VTSAX
0.87
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.