Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.34%
3 year
8.77%
5 year
5.77%
10 year
6.93%
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.)
7.73%
Sharpe
1.16
Sortino
1.99
Max drawdown
-17.62%
Best month
9.05%
Worst month
-11.81%
Beta vs VTSAX
0.43
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.