Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.80%
3 year
11.86%
5 year
5.23%
10 year
6.81%
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.)
8.37%
Sharpe
1.14
Sortino
1.95
Max drawdown
-20.38%
Best month
6.93%
Worst month
-8.19%
Beta vs VTSAX
0.60
Correlation
0.90
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.