Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.35%
3 year
17.02%
5 year
11.02%
10 year
—
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.)
10.33%
Sharpe
1.55
Sortino
2.96
Max drawdown
-20.85%
Best month
10.14%
Worst month
-8.21%
Beta vs VTSAX
0.78
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.