Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.51%
3 year
13.97%
5 year
7.65%
10 year
10.35%
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.)
15.64%
Sharpe
0.84
Sortino
1.54
Max drawdown
-28.47%
Best month
13.80%
Worst month
-21.06%
Beta vs VTSAX
1.02
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.