Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.03%
3 year
9.97%
5 year
5.43%
10 year
5.40%
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.)
8.21%
Sharpe
1.25
Sortino
2.35
Max drawdown
-18.72%
Best month
7.68%
Worst month
-13.58%
Beta vs VTSAX
0.50
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.