Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.66%
3 year
21.15%
5 year
5.61%
10 year
12.01%
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.)
16.53%
Sharpe
0.74
Sortino
1.34
Max drawdown
-40.88%
Best month
15.24%
Worst month
-14.42%
Beta vs VTSAX
1.14
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.