Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.49%
3 year
11.69%
5 year
8.65%
10 year
8.34%
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.)
12.28%
Sharpe
0.95
Sortino
1.61
Max drawdown
-26.74%
Best month
16.17%
Worst month
-16.88%
Beta vs VTSAX
0.80
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.