Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.10%
3 year
22.63%
5 year
11.04%
10 year
14.00%
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
31 months through March 31, 2026Volatility (ann.)
13.03%
Sharpe
0.92
Sortino
1.60
Max drawdown
-10.75%
Best month
9.75%
Worst month
-6.44%
Beta vs VTSAX
0.93
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.