Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.87%
3 year
10.46%
5 year
13.91%
10 year
10.03%
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.)
20.57%
Sharpe
0.72
Sortino
1.46
Max drawdown
-41.79%
Best month
19.32%
Worst month
-28.44%
Beta vs VTSAX
1.16
Correlation
0.71
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.