Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.29%
3 year
14.26%
5 year
18.84%
10 year
14.50%
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.)
22.07%
Sharpe
1.08
Sortino
2.19
Max drawdown
-15.88%
Best month
22.05%
Worst month
-14.47%
Beta vs VTSAX
0.66
Correlation
0.38
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.