Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.29%
3 year
6.93%
5 year
4.65%
10 year
3.84%
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
75 months through March 31, 2026Volatility (ann.)
8.01%
Sharpe
1.11
Sortino
1.94
Max drawdown
-16.32%
Best month
7.47%
Worst month
-9.97%
Beta vs VTSAX
0.53
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.