Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.19%
3 year
8.51%
5 year
5.49%
10 year
6.67%
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.)
7.79%
Sharpe
1.11
Sortino
1.89
Max drawdown
-17.76%
Best month
8.94%
Worst month
-11.85%
Beta vs VTSAX
0.44
Correlation
0.70
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.