Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
0.79%
3 year
9.82%
5 year
7.51%
10 year
12.49%
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.)
13.63%
Sharpe
0.38
Sortino
0.61
Max drawdown
-19.62%
Best month
10.57%
Worst month
-13.10%
Beta vs VTSAX
0.93
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.