Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.59%
3 year
6.78%
5 year
2.55%
10 year
3.57%
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.)
15.73%
Sharpe
0.44
Sortino
0.68
Max drawdown
-32.29%
Best month
11.06%
Worst month
-20.22%
Beta vs VTSAX
0.87
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.