Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.01%
3 year
5.75%
5 year
10.64%
10 year
—
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.)
9.71%
Sharpe
1.57
Sortino
2.97
Max drawdown
-20.85%
Best month
12.07%
Worst month
-12.40%
Beta vs VTSAX
0.76
Correlation
0.98
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.