Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
10.89%
3 year
23.18%
5 year
11.75%
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
81 months through March 31, 2026Volatility (ann.)
14.16%
Sharpe
1.18
Sortino
2.35
Max drawdown
-30.41%
Best month
13.03%
Worst month
-10.78%
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.