Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.91%
3 year
4.23%
5 year
3.88%
10 year
4.07%
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
75 months through March 31, 2026Volatility (ann.)
13.50%
Sharpe
0.45
Sortino
0.69
Max drawdown
-17.45%
Best month
9.01%
Worst month
-7.21%
Beta vs VTSAX
0.88
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.