Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.61%
3 year
8.30%
5 year
7.76%
10 year
7.96%
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.)
17.98%
Sharpe
0.49
Sortino
0.85
Max drawdown
-33.88%
Best month
14.30%
Worst month
-24.77%
Beta vs VTSAX
1.11
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.