Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.93%
3 year
12.68%
5 year
6.35%
10 year
7.80%
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.)
17.62%
Sharpe
0.70
Sortino
1.26
Max drawdown
-31.62%
Best month
15.25%
Worst month
-22.02%
Beta vs VTSAX
1.16
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.