Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.04%
3 year
13.08%
5 year
7.05%
10 year
7.55%
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.)
8.29%
Sharpe
1.39
Sortino
2.57
Max drawdown
-20.01%
Best month
7.91%
Worst month
-12.36%
Beta vs VTSAX
0.58
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.