Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.39%
3 year
15.71%
5 year
7.95%
10 year
8.71%
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.)
10.26%
Sharpe
1.21
Sortino
2.20
Max drawdown
-24.09%
Best month
10.77%
Worst month
-8.45%
Beta vs VTSAX
0.80
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.