Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.35%
3 year
11.71%
5 year
10.54%
10 year
8.60%
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.)
19.22%
Sharpe
0.67
Sortino
1.27
Max drawdown
-37.30%
Best month
18.17%
Worst month
-25.22%
Beta vs VTSAX
1.20
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.