Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.48%
3 year
11.35%
5 year
9.17%
10 year
10.86%
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.)
10.78%
Sharpe
1.07
Sortino
1.84
Max drawdown
-20.97%
Best month
12.50%
Worst month
-14.41%
Beta vs VTSAX
0.76
Correlation
0.89
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.