Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.62%
3 year
14.43%
5 year
6.28%
10 year
7.76%
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.)
10.17%
Sharpe
1.12
Sortino
1.95
Max drawdown
-28.87%
Best month
10.04%
Worst month
-13.33%
Beta vs VTSAX
0.44
Correlation
0.54
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.