Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
17.34%
3 year
12.01%
5 year
7.74%
10 year
6.20%
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.)
11.31%
Sharpe
1.10
Sortino
1.83
Max drawdown
-22.69%
Best month
9.62%
Worst month
-17.44%
Beta vs VTSAX
0.64
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.