Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.18%
3 year
8.16%
5 year
6.34%
10 year
4.51%
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.)
16.24%
Sharpe
0.52
Sortino
0.86
Max drawdown
-30.98%
Best month
12.23%
Worst month
-22.38%
Beta vs VTSAX
0.95
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.