Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.55%
3 year
10.74%
5 year
3.84%
10 year
9.81%
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.)
14.71%
Sharpe
0.45
Sortino
0.74
Max drawdown
-28.46%
Best month
15.27%
Worst month
-16.70%
Beta vs VTSAX
1.09
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.