Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.41%
3 year
17.64%
5 year
10.73%
10 year
—
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
75 months through March 31, 2026Volatility (ann.)
11.65%
Sharpe
1.14
Sortino
2.09
Max drawdown
-32.44%
Best month
13.36%
Worst month
-12.11%
Beta vs VTSAX
0.40
Correlation
0.43
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.