Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
12.85%
3 year
27.67%
5 year
9.81%
10 year
14.36%
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.)
15.61%
Sharpe
1.13
Sortino
2.12
Max drawdown
-37.80%
Best month
13.18%
Worst month
-14.21%
Beta vs VTSAX
1.13
Correlation
0.91
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.