Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
22.10%
3 year
11.34%
5 year
5.22%
10 year
8.96%
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.)
13.50%
Sharpe
0.85
Sortino
1.53
Max drawdown
-15.05%
Best month
13.23%
Worst month
-6.30%
Beta vs VTSAX
0.55
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.