Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.34%
3 year
13.00%
5 year
11.34%
10 year
—
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
75 months through March 31, 2026Volatility (ann.)
13.72%
Sharpe
1.03
Sortino
1.76
Max drawdown
-23.07%
Best month
11.16%
Worst month
-12.61%
Beta vs VTSAX
0.84
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.