Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.01%
3 year
16.59%
5 year
11.52%
10 year
8.20%
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.)
7.73%
Sharpe
1.83
Sortino
3.67
Max drawdown
-23.01%
Best month
9.28%
Worst month
-15.06%
Beta vs VTSAX
0.60
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.