Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.10%
3 year
13.15%
5 year
7.52%
10 year
8.00%
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.)
12.70%
Sharpe
0.83
Sortino
1.40
Max drawdown
-28.43%
Best month
12.80%
Worst month
-15.09%
Beta vs VTSAX
0.88
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.