Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.27%
3 year
17.79%
5 year
9.25%
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
67 months through March 31, 2026Volatility (ann.)
11.78%
Sharpe
1.22
Sortino
2.22
Max drawdown
-24.99%
Best month
8.61%
Worst month
-8.48%
Beta vs VTSAX
0.88
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.