Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.85%
3 year
15.09%
5 year
5.14%
10 year
12.48%
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
75 months through March 31, 2026Volatility (ann.)
14.80%
Sharpe
0.51
Sortino
0.87
Max drawdown
-32.35%
Best month
13.83%
Worst month
-12.73%
Beta vs VTSAX
1.08
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.