Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.93%
3 year
13.01%
5 year
4.76%
10 year
7.21%
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
75 months through March 31, 2026Volatility (ann.)
11.87%
Sharpe
1.05
Sortino
1.71
Max drawdown
-22.07%
Best month
7.58%
Worst month
-8.86%
Beta vs VTSAX
0.63
Correlation
0.67
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.