Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
4.11%
3 year
14.27%
5 year
8.95%
10 year
10.05%
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.)
18.26%
Sharpe
0.66
Sortino
1.15
Max drawdown
-31.86%
Best month
15.34%
Worst month
-22.21%
Beta vs VTSAX
1.20
Correlation
0.83
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.