Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.26%
3 year
9.54%
5 year
3.21%
10 year
6.63%
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.)
11.91%
Sharpe
0.69
Sortino
1.07
Max drawdown
-25.44%
Best month
12.72%
Worst month
-9.93%
Beta vs VTSAX
0.86
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.