Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.78%
3 year
13.53%
5 year
0.28%
10 year
10.11%
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.)
19.95%
Sharpe
0.53
Sortino
0.86
Max drawdown
-47.19%
Best month
15.37%
Worst month
-17.21%
Beta vs VTSAX
1.44
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.