Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
19.41%
3 year
18.71%
5 year
15.71%
10 year
14.00%
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.)
9.80%
Sharpe
1.53
Sortino
3.12
Max drawdown
-18.42%
Best month
10.75%
Worst month
-8.65%
Beta vs VTSAX
0.64
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.