Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
16.81%
3 year
8.91%
5 year
7.54%
10 year
—
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.)
10.20%
Sharpe
1.17
Sortino
2.10
Max drawdown
-18.01%
Best month
6.86%
Worst month
-11.57%
Beta vs VTSAX
0.45
Correlation
0.55
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.