Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.54%
3 year
16.02%
5 year
17.13%
10 year
12.43%
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.)
15.49%
Sharpe
1.08
Sortino
1.85
Max drawdown
-29.87%
Best month
15.04%
Worst month
-21.26%
Beta vs VTSAX
0.52
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.