Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.88%
3 year
11.41%
5 year
12.98%
10 year
10.78%
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.)
14.06%
Sharpe
1.26
Sortino
2.27
Max drawdown
-30.57%
Best month
12.59%
Worst month
-18.49%
Beta vs VTSAX
0.56
Correlation
0.51
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.