Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
5.70%
3 year
9.89%
5 year
9.37%
10 year
9.43%
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.)
18.05%
Sharpe
0.68
Sortino
1.38
Max drawdown
-33.18%
Best month
17.09%
Worst month
-23.91%
Beta vs VTSAX
0.97
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.