Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.83%
3 year
22.47%
5 year
15.51%
10 year
14.58%
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.)
9.13%
Sharpe
1.27
Sortino
2.40
Max drawdown
-8.36%
Best month
5.66%
Worst month
-5.20%
Beta vs VTSAX
0.48
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.