Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.03%
3 year
11.52%
5 year
5.14%
10 year
7.81%
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.)
7.33%
Sharpe
1.28
Sortino
2.52
Max drawdown
-16.85%
Best month
8.66%
Worst month
-5.85%
Beta vs VTSAX
0.49
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.