Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.04%
3 year
9.78%
5 year
9.98%
10 year
8.48%
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.)
11.32%
Sharpe
1.02
Sortino
1.72
Max drawdown
-26.41%
Best month
12.09%
Worst month
-15.16%
Beta vs VTSAX
0.66
Correlation
0.73
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.