Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.16%
3 year
14.10%
5 year
12.08%
10 year
9.77%
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.)
21.91%
Sharpe
0.51
Sortino
0.98
Max drawdown
-35.06%
Best month
23.99%
Worst month
-28.72%
Beta vs VTSAX
1.36
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.