Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
8.82%
3 year
12.61%
5 year
7.74%
10 year
10.26%
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.)
17.63%
Sharpe
0.66
Sortino
1.21
Max drawdown
-29.91%
Best month
16.62%
Worst month
-21.52%
Beta vs VTSAX
1.21
Correlation
0.87
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.