Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.98%
3 year
14.90%
5 year
8.74%
10 year
11.34%
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.)
11.11%
Sharpe
0.81
Sortino
1.29
Max drawdown
-25.92%
Best month
11.17%
Worst month
-13.13%
Beta vs VTSAX
0.74
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.