Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.56%
3 year
15.97%
5 year
8.46%
10 year
9.15%
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.)
9.84%
Sharpe
1.31
Sortino
2.41
Max drawdown
-22.68%
Best month
9.07%
Worst month
-8.37%
Beta vs VTSAX
0.76
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.