Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.10%
3 year
6.66%
5 year
3.45%
10 year
7.85%
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.)
14.67%
Sharpe
0.42
Sortino
0.70
Max drawdown
-21.41%
Best month
14.06%
Worst month
-10.65%
Beta vs VTSAX
0.66
Correlation
0.57
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.