Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.85%
3 year
8.68%
5 year
9.44%
10 year
8.13%
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.)
18.44%
Sharpe
0.51
Sortino
0.90
Max drawdown
-40.51%
Best month
21.52%
Worst month
-29.06%
Beta vs VTSAX
1.13
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.