Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.85%
3 year
14.20%
5 year
7.12%
10 year
7.19%
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.)
8.89%
Sharpe
1.36
Sortino
2.53
Max drawdown
-21.79%
Best month
7.70%
Worst month
-11.76%
Beta vs VTSAX
0.65
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.