Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.25%
3 year
17.80%
5 year
8.03%
10 year
8.69%
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.)
11.97%
Sharpe
1.10
Sortino
1.87
Max drawdown
-30.54%
Best month
11.85%
Worst month
-16.37%
Beta vs VTSAX
0.88
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.