Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.98%
3 year
9.88%
5 year
14.27%
10 year
3.72%
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.)
14.36%
Sharpe
1.24
Sortino
2.41
Max drawdown
-16.40%
Best month
12.75%
Worst month
-8.85%
Beta vs VTSAX
-0.32
Correlation
-0.28
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.