Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.72%
3 year
11.51%
5 year
7.25%
10 year
6.13%
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.)
6.73%
Sharpe
1.42
Sortino
2.29
Max drawdown
-17.31%
Best month
7.37%
Worst month
-6.20%
Beta vs VTSAX
0.47
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.