Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
11.01%
3 year
12.25%
5 year
9.78%
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
80 months through March 31, 2026Volatility (ann.)
15.32%
Sharpe
0.86
Sortino
1.53
Max drawdown
-31.67%
Best month
14.02%
Worst month
-22.67%
Beta vs VTSAX
1.04
Correlation
0.86
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.