Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
2.41%
3 year
11.24%
5 year
3.50%
10 year
6.07%
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
81 months through March 31, 2026Volatility (ann.)
11.49%
Sharpe
0.62
Sortino
1.02
Max drawdown
-28.18%
Best month
8.38%
Worst month
-13.48%
Beta vs VTSAX
0.77
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.