Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.82%
3 year
8.66%
5 year
4.66%
10 year
—
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
30 months through March 31, 2026Volatility (ann.)
15.58%
Sharpe
0.77
Sortino
1.30
Max drawdown
-8.61%
Best month
11.27%
Worst month
-7.89%
Beta vs VTSAX
0.90
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.