Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.57%
3 year
10.07%
5 year
4.05%
10 year
6.66%
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.)
8.12%
Sharpe
1.01
Sortino
1.69
Max drawdown
-20.92%
Best month
6.35%
Worst month
-8.63%
Beta vs VTSAX
0.54
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.