Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
26.08%
3 year
14.24%
5 year
2.88%
10 year
6.46%
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.)
14.49%
Sharpe
0.71
Sortino
1.13
Max drawdown
-34.40%
Best month
13.98%
Worst month
-16.36%
Beta vs VTSAX
0.90
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.