Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.70%
3 year
14.07%
5 year
11.42%
10 year
10.25%
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.)
11.56%
Sharpe
1.23
Sortino
2.13
Max drawdown
-16.72%
Best month
13.10%
Worst month
-8.31%
Beta vs VTSAX
0.75
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.