Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.13%
3 year
6.05%
5 year
6.36%
10 year
7.68%
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.)
14.46%
Sharpe
0.44
Sortino
0.82
Max drawdown
-24.60%
Best month
10.80%
Worst month
-16.04%
Beta vs VTSAX
0.73
Correlation
0.64
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.