Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.88%
3 year
10.07%
5 year
10.02%
10 year
10.44%
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
42 months through March 31, 2026Volatility (ann.)
12.77%
Sharpe
0.85
Sortino
1.44
Max drawdown
-11.15%
Best month
7.95%
Worst month
-7.84%
Beta vs VTSAX
0.82
Correlation
0.80
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.