Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.39%
3 year
28.24%
5 year
7.72%
10 year
12.75%
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
72 months through March 31, 2026Volatility (ann.)
18.62%
Sharpe
0.97
Sortino
1.67
Max drawdown
-46.69%
Best month
13.94%
Worst month
-18.13%
Beta vs VTSAX
1.30
Correlation
0.88
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.