Average annual returns
Through 2025 · incl. N-PORT-derived 20251 year
15.97%
3 year
16.26%
5 year
11.49%
10 year
9.80%
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.)
17.91%
Sharpe
1.00
Sortino
2.03
Max drawdown
-35.45%
Best month
17.48%
Worst month
-26.15%
Beta vs VTSAX
1.06
Correlation
0.75
Derived from N-PORT monthly total returns; distinct from the prospectus returns above.
Machine-readable: JSON · Markdown. Programmatic access via the agent surface.