Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
23.41%
3 year
18.87%
5 year
13.80%
10 year
10.65%
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.)
9.09%
Sharpe
1.82
Sortino
3.66
Max drawdown
-20.78%
Best month
13.19%
Worst month
-13.49%
Beta vs VTSAX
0.50
Correlation
0.69
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.