Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.84%
3 year
13.55%
5 year
10.57%
10 year
—
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.)
10.96%
Sharpe
1.41
Sortino
2.58
Max drawdown
-19.69%
Best month
11.80%
Worst month
-12.48%
Beta vs VTSAX
0.68
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.