Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
14.59%
3 year
10.54%
5 year
10.65%
10 year
10.84%
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.)
12.19%
Sharpe
0.98
Sortino
1.61
Max drawdown
-24.08%
Best month
12.22%
Worst month
-14.80%
Beta vs VTSAX
0.77
Correlation
0.79
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.