Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.42%
3 year
15.74%
5 year
8.56%
10 year
8.59%
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.)
10.28%
Sharpe
1.24
Sortino
2.20
Max drawdown
-24.34%
Best month
12.67%
Worst month
-15.19%
Beta vs VTSAX
0.77
Correlation
0.94
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.