Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.49%
3 year
12.24%
5 year
9.97%
10 year
8.52%
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.)
10.73%
Sharpe
1.21
Sortino
2.07
Max drawdown
-16.98%
Best month
9.86%
Worst month
-7.92%
Beta vs VTSAX
0.56
Correlation
0.66
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.