Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
7.03%
3 year
13.96%
5 year
10.70%
10 year
8.52%
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.)
13.02%
Sharpe
0.93
Sortino
1.60
Max drawdown
-15.05%
Best month
7.15%
Worst month
-9.31%
Beta vs VTSAX
0.96
Correlation
0.93
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.