Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
6.94%
3 year
11.65%
5 year
9.40%
10 year
9.97%
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.)
19.90%
Sharpe
0.59
Sortino
1.14
Max drawdown
-41.51%
Best month
18.03%
Worst month
-28.26%
Beta vs VTSAX
1.22
Correlation
0.77
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.