Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.07%
3 year
15.88%
5 year
13.68%
10 year
11.55%
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.)
13.67%
Sharpe
1.10
Sortino
2.06
Max drawdown
-36.65%
Best month
21.01%
Worst month
-25.92%
Beta vs VTSAX
0.84
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.