Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.73%
3 year
11.12%
5 year
5.88%
10 year
6.70%
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.)
8.00%
Sharpe
1.23
Sortino
2.14
Max drawdown
-18.42%
Best month
7.65%
Worst month
-11.69%
Beta vs VTSAX
0.55
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.