Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.87%
3 year
7.19%
5 year
1.97%
10 year
3.37%
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.)
6.91%
Sharpe
1.04
Sortino
1.90
Max drawdown
-17.32%
Best month
5.40%
Worst month
-6.26%
Beta vs VTSAX
0.37
Correlation
0.68
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.