Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.66%
3 year
18.83%
5 year
11.19%
10 year
10.99%
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.)
10.00%
Sharpe
1.53
Sortino
3.01
Max drawdown
-25.70%
Best month
11.42%
Worst month
-12.72%
Beta vs VTSAX
0.75
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.