Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.00%
3 year
12.18%
5 year
6.29%
10 year
6.36%
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.)
10.13%
Sharpe
1.06
Sortino
1.85
Max drawdown
-18.50%
Best month
7.71%
Worst month
-8.43%
Beta vs VTSAX
0.76
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.