Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.78%
3 year
15.01%
5 year
7.37%
10 year
10.05%
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
27 months through March 31, 2026Volatility (ann.)
8.09%
Sharpe
1.09
Sortino
1.83
Max drawdown
-5.68%
Best month
4.07%
Worst month
-4.56%
Beta vs VTSAX
0.67
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.