Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.79%
3 year
10.71%
5 year
10.81%
10 year
11.01%
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.)
12.17%
Sharpe
1.00
Sortino
1.64
Max drawdown
-24.07%
Best month
12.28%
Worst month
-14.83%
Beta vs VTSAX
0.76
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.