Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.52%
3 year
8.24%
5 year
4.15%
10 year
8.70%
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.)
15.32%
Sharpe
0.44
Sortino
0.71
Max drawdown
-23.28%
Best month
14.22%
Worst month
-12.91%
Beta vs VTSAX
0.74
Correlation
0.61
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.