Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.01%
3 year
14.21%
5 year
7.31%
10 year
8.01%
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.)
8.68%
Sharpe
1.35
Sortino
2.39
Max drawdown
-20.15%
Best month
7.87%
Worst month
-10.17%
Beta vs VTSAX
0.64
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.