Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
13.43%
3 year
12.98%
5 year
8.55%
10 year
9.36%
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.)
20.80%
Sharpe
0.58
Sortino
1.05
Max drawdown
-37.02%
Best month
21.53%
Worst month
-28.08%
Beta vs VTSAX
1.35
Correlation
0.82
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.