Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.57%
3 year
22.91%
5 year
11.45%
10 year
13.83%
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.)
14.13%
Sharpe
1.17
Sortino
2.31
Max drawdown
-30.70%
Best month
13.08%
Worst month
-10.75%
Beta vs VTSAX
1.03
Correlation
0.92
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.