Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.20%
3 year
16.14%
5 year
10.61%
10 year
9.14%
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.)
7.55%
Sharpe
1.69
Sortino
3.03
Max drawdown
-17.84%
Best month
7.78%
Worst month
-8.87%
Beta vs VTSAX
0.57
Correlation
0.96
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.