Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.87%
3 year
17.44%
5 year
9.07%
10 year
10.74%
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.)
11.03%
Sharpe
1.31
Sortino
2.37
Max drawdown
-24.84%
Best month
10.64%
Worst month
-13.04%
Beta vs VTSAX
0.83
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.