Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.35%
3 year
12.07%
5 year
8.72%
10 year
10.37%
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.)
14.50%
Sharpe
1.03
Sortino
1.98
Max drawdown
-31.56%
Best month
15.77%
Worst month
-22.12%
Beta vs VTSAX
0.83
Correlation
0.72
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.