Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.23%
3 year
14.48%
5 year
11.84%
10 year
10.69%
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.)
11.61%
Sharpe
1.27
Sortino
2.20
Max drawdown
-24.24%
Best month
13.13%
Worst month
-14.27%
Beta vs VTSAX
0.75
Correlation
0.81
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.