Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.16%
3 year
13.83%
5 year
9.40%
10 year
8.40%
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.)
8.61%
Sharpe
1.53
Sortino
2.90
Max drawdown
-21.96%
Best month
11.03%
Worst month
-14.02%
Beta vs VTSAX
0.57
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.