Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.33%
3 year
12.13%
5 year
8.62%
10 year
8.44%
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.)
12.53%
Sharpe
1.13
Sortino
2.12
Max drawdown
-24.40%
Best month
9.19%
Worst month
-18.01%
Beta vs VTSAX
0.55
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.