Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.32%
3 year
6.28%
5 year
6.62%
10 year
7.91%
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.)
14.47%
Sharpe
0.45
Sortino
0.86
Max drawdown
-24.61%
Best month
10.78%
Worst month
-16.02%
Beta vs VTSAX
0.74
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.