Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.52%
3 year
13.28%
5 year
5.50%
10 year
7.84%
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.)
8.31%
Sharpe
1.35
Sortino
2.40
Max drawdown
-23.32%
Best month
8.16%
Worst month
-11.53%
Beta vs VTSAX
0.60
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.