Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.44%
3 year
12.63%
5 year
10.43%
10 year
10.27%
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.)
17.39%
Sharpe
0.69
Sortino
1.29
Max drawdown
-36.79%
Best month
16.67%
Worst month
-26.63%
Beta vs VTSAX
1.16
Correlation
0.84
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.