Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.68%
3 year
16.84%
5 year
5.24%
10 year
9.43%
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.)
9.92%
Sharpe
1.37
Sortino
2.64
Max drawdown
-30.42%
Best month
9.14%
Worst month
-9.92%
Beta vs VTSAX
0.74
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.