Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.87%
3 year
16.67%
5 year
13.25%
10 year
10.89%
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.)
10.75%
Sharpe
1.57
Sortino
3.03
Max drawdown
-27.88%
Best month
14.13%
Worst month
-18.11%
Beta vs VTSAX
0.66
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.