Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.89%
3 year
12.82%
5 year
6.08%
10 year
7.07%
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.)
7.59%
Sharpe
1.46
Sortino
2.93
Max drawdown
-19.56%
Best month
7.46%
Worst month
-5.40%
Beta vs VTSAX
0.57
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.