Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.44%
3 year
12.32%
5 year
9.40%
10 year
9.73%
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.)
8.78%
Sharpe
1.29
Sortino
2.45
Max drawdown
-21.01%
Best month
12.41%
Worst month
-14.95%
Beta vs VTSAX
0.55
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.