Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
3.47%
3 year
19.99%
5 year
9.13%
10 year
15.12%
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.)
16.03%
Sharpe
0.61
Sortino
1.06
Max drawdown
-32.94%
Best month
15.80%
Worst month
-12.93%
Beta vs VTSAX
1.12
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.