Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
1.97%
3 year
8.53%
5 year
6.36%
10 year
5.78%
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.)
16.14%
Sharpe
0.58
Sortino
0.99
Max drawdown
-30.07%
Best month
11.26%
Worst month
-19.70%
Beta vs VTSAX
0.93
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.