Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.86%
3 year
16.04%
5 year
9.31%
10 year
9.45%
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.)
9.97%
Sharpe
1.29
Sortino
2.36
Max drawdown
-21.67%
Best month
9.91%
Worst month
-11.98%
Beta vs VTSAX
0.77
Correlation
0.97
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.