Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.10%
3 year
14.88%
5 year
6.75%
10 year
8.45%
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.)
9.51%
Sharpe
1.25
Sortino
2.21
Max drawdown
-24.01%
Best month
9.75%
Worst month
-11.99%
Beta vs VTSAX
0.71
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.