Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.58%
3 year
18.02%
5 year
8.80%
10 year
10.28%
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.)
9.65%
Sharpe
1.41
Sortino
2.73
Max drawdown
-23.95%
Best month
9.01%
Worst month
-8.16%
Beta vs VTSAX
0.73
Correlation
0.95
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.