Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.28%
3 year
9.07%
5 year
7.43%
10 year
7.94%
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.)
12.85%
Sharpe
0.94
Sortino
1.61
Max drawdown
-19.41%
Best month
8.86%
Worst month
-12.89%
Beta vs VTSAX
0.53
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.