Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.96%
3 year
12.96%
5 year
6.39%
10 year
6.88%
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.)
8.82%
Sharpe
1.21
Sortino
2.09
Max drawdown
-22.30%
Best month
10.01%
Worst month
-13.75%
Beta vs VTSAX
0.65
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.