Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.41%
3 year
11.08%
5 year
10.46%
10 year
9.76%
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.)
11.76%
Sharpe
0.99
Sortino
1.65
Max drawdown
-24.90%
Best month
12.11%
Worst month
-14.67%
Beta vs VTSAX
0.61
Correlation
0.65
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.