Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.96%
3 year
13.88%
5 year
7.08%
10 year
8.17%
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.)
8.50%
Sharpe
1.31
Sortino
2.37
Max drawdown
-21.14%
Best month
7.71%
Worst month
-7.37%
Beta vs VTSAX
0.65
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.