Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.91%
3 year
13.65%
5 year
5.38%
10 year
10.40%
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.)
19.46%
Sharpe
0.47
Sortino
0.76
Max drawdown
-32.71%
Best month
13.79%
Worst month
-15.14%
Beta vs VTSAX
1.30
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.