Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.88%
3 year
9.32%
5 year
3.84%
10 year
11.16%
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.)
17.31%
Sharpe
0.48
Sortino
0.81
Max drawdown
-25.74%
Best month
15.90%
Worst month
-19.22%
Beta vs VTSAX
1.21
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.