Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
21.37%
3 year
20.03%
5 year
12.90%
10 year
10.45%
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.)
10.51%
Sharpe
1.80
Sortino
3.94
Max drawdown
-23.05%
Best month
12.10%
Worst month
-16.07%
Beta vs VTSAX
0.71
Correlation
0.85
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.