Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.74%
3 year
12.08%
5 year
4.51%
10 year
6.33%
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.)
8.87%
Sharpe
1.07
Sortino
1.84
Max drawdown
-27.18%
Best month
8.12%
Worst month
-10.06%
Beta vs VTSAX
0.37
Correlation
0.52
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.