Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.38%
3 year
8.78%
5 year
7.21%
10 year
9.54%
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.)
12.94%
Sharpe
1.06
Sortino
1.77
Max drawdown
-13.36%
Best month
8.23%
Worst month
-7.41%
Beta vs VTSAX
0.49
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.