Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
20.32%
3 year
8.15%
5 year
10.87%
10 year
7.71%
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.)
10.49%
Sharpe
1.25
Sortino
2.31
Max drawdown
-24.98%
Best month
10.44%
Worst month
-16.36%
Beta vs VTSAX
0.34
Correlation
0.41
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.