Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.60%
3 year
29.78%
5 year
4.86%
10 year
13.69%
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.)
19.22%
Sharpe
0.86
Sortino
1.57
Max drawdown
-50.62%
Best month
19.54%
Worst month
-17.45%
Beta vs VTSAX
1.17
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.