Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
29.28%
3 year
17.42%
5 year
4.74%
10 year
4.18%
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.)
14.99%
Sharpe
1.46
Sortino
2.81
Max drawdown
-37.88%
Best month
11.87%
Worst month
-15.27%
Beta vs VTSAX
0.60
Correlation
0.50
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.