Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.54%
3 year
5.31%
5 year
7.41%
10 year
6.13%
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.)
25.65%
Sharpe
0.53
Sortino
1.10
Max drawdown
-37.27%
Best month
19.36%
Worst month
-23.52%
Beta vs VTSAX
1.21
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.