Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.58%
3 year
13.37%
5 year
4.43%
10 year
—
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
76 months through March 31, 2026Volatility (ann.)
15.35%
Sharpe
0.80
Sortino
1.36
Max drawdown
-26.13%
Best month
14.96%
Worst month
-11.15%
Beta vs VTSAX
1.13
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.