Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.74%
3 year
10.01%
5 year
8.41%
10 year
9.07%
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
45 months through March 31, 2026Volatility (ann.)
16.17%
Sharpe
0.62
Sortino
1.05
Max drawdown
-15.09%
Best month
9.53%
Worst month
-8.71%
Beta vs VTSAX
1.00
Correlation
0.78
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.