Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.51%
3 year
14.76%
5 year
7.58%
10 year
8.69%
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.)
9.74%
Sharpe
1.23
Sortino
2.16
Max drawdown
-22.44%
Best month
9.21%
Worst month
-10.49%
Beta vs VTSAX
0.72
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.