Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.85%
3 year
6.14%
5 year
6.37%
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.)
13.48%
Sharpe
0.40
Sortino
0.62
Max drawdown
-16.60%
Best month
11.24%
Worst month
-8.05%
Beta vs VTSAX
0.57
Correlation
0.53
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.