Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.96%
3 year
14.55%
5 year
10.31%
10 year
8.53%
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.)
15.05%
Sharpe
0.87
Sortino
1.62
Max drawdown
-27.55%
Best month
13.31%
Worst month
-18.25%
Beta vs VTSAX
1.08
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.