Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
9.32%
3 year
10.29%
5 year
13.32%
10 year
9.58%
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
37 months through March 31, 2026Volatility (ann.)
20.46%
Sharpe
0.72
Sortino
1.46
Max drawdown
-21.01%
Best month
12.68%
Worst month
-9.77%
Beta vs VTSAX
1.15
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.