Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.42%
3 year
8.09%
5 year
8.71%
10 year
6.70%
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.)
9.47%
Sharpe
1.27
Sortino
2.38
Max drawdown
-21.60%
Best month
7.16%
Worst month
-14.00%
Beta vs VTSAX
0.36
Correlation
0.48
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.