Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.10%
3 year
7.32%
5 year
4.12%
10 year
8.98%
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.)
14.74%
Sharpe
0.40
Sortino
0.63
Max drawdown
-21.82%
Best month
13.85%
Worst month
-12.36%
Beta vs VTSAX
0.69
Correlation
0.59
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.