Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
18.55%
3 year
19.05%
5 year
9.31%
10 year
—
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
67 months through March 31, 2026Volatility (ann.)
13.81%
Sharpe
1.01
Sortino
1.92
Max drawdown
-25.66%
Best month
11.92%
Worst month
-7.48%
Beta vs VTSAX
0.90
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.